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Aa Capital Partners, Inc. (Chicago)


Aa Capital Partners, Inc. is a large advisory firm based in Chicago. It manages $99.92 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.

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Aa Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aa Capital Partners: assets under management

The assets under management (AUM) of Aa Capital Partners, Inc. is $99.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $99.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.65 million each.
Aa Capital Partners has custody of $34.22 million in cash and securities for 6 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aa Capital Partners, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Aa Capital Partners, Inc. performs its advisory services is located at C/O Scott Porterfield, Bfkn, Chicago, IL 60603 The mailing address of the firm is Scott Porterfield, Bfkn, Chicago, IL 60606. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-984-3100 or by fax 312-984-3150. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at aacapitalpartners.com.


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