Whipple Capital Management LLC is a large advisory firm based in Chicago. It manages $28.99 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.
Whipple Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Whipple Capital Management LLC is $28.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Whipple Capital Management LLC 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.
The principal office where Whipple Capital Management LLC performs its advisory services is located at 20 North Wacker Drive, Chicago, IL 60606, 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 312-782-3725 or by fax 312-782-3688. The normal business hours are 9am-5am on Monday - Friday.