RIA Intel›Advisers›Illinois›KUVARE INSURANCE SERVICES, LP

KUVARE INSURANCE SERVICES, LP

Advisory

N·ROSEMONT, IL

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM

$27.6B

1-Year AUM Growth

+23.3%

3-Year CAGR

+7.3%

Employees

41

Assets Under Management

Total AUM$27.6B

Discretionary AUM$27.5B

Non-Discretionary AUM$85M

Discretionary %99.7%

Total Clients—

Team

Total Employees41

Investment Advisers71

Employee Growth (1Y)+32.3%

Filing History

Total Filings on Record11

First FilingMar 31, 2022

Latest FilingMar 22, 2024

🔒 Full AUM trend chart and 11 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KUVARE INSURANCE SERVICES, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.