Stevard LLC is a large advisory firm based in Chicago. It manages $345.38 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Illinois.
Stevard provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and consulting, property management. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stevard LLC is $345.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stevard LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Christine Jo Sibrava is pooled investment vehicles with 10 clients and $269 million of assets under management. Among the 14 most similar advisory firms, Stevard has the 7th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $345.38 million for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stevard also advises several private funds. Namely, ten other private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christine Jo Sibrava has been acting as President since 1 Nov 2016. Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Stevard LLC performs its advisory services is located at 4741 N. Dover Street, Chicago, IL 60640, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 773-275-3262 or by fax 773-417-0551. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.