Overview
Assets Under Management: $273 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 227
Average Client Assets: $1.0 million
Frequently Asked Questions
UHLMANN INVESTMENT MANAGEMENT, L.L.C. charges 1.75% on the first $2 million, 1.50% on the next $3 million, 1.25% on the next $4 million, 1.00% on all assets according to their SEC Form ADV filing. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #118025), UHLMANN INVESTMENT MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
UHLMANN INVESTMENT MANAGEMENT, L.L.C. is headquartered in SKOKIE, IL.
UHLMANN INVESTMENT MANAGEMENT, L.L.C. serves 227 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, UHLMANN INVESTMENT MANAGEMENT, L.L.C. offers portfolio management for individuals and selection of other advisors. View all service details ↓
UHLMANN INVESTMENT MANAGEMENT, L.L.C. manages $273 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, UHLMANN INVESTMENT MANAGEMENT, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Fee Structure
Primary Fee Schedule (UHLMANN INVESTMENT MANAGEMENT ADV II 11/05/2025)
| Min | Max | Marginal Fee Rate |
|---|---|---|
| $0 | $2,000,000 | 1.75% |
| $2,000,001 | $3,000,000 | 1.50% |
| $3,000,001 | $4,000,000 | 1.25% |
| $4,000,001 | and above | 1.00% |
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $72,500 | 1.45% |
| $10 million | $122,500 | 1.22% |
| $50 million | $522,500 | 1.04% |
| $100 million | $1,022,500 | 1.02% |
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.22%
Average Client Assets: $1.0 million
Total Client Accounts: 460
Discretionary Accounts: 397
Non-Discretionary Accounts: 63
Minimum Account Size: $100,000
Note on Minimum Client Size: $100,000
Regulatory Filings
CRD Number: 118025
Filing ID: 2048218
Last Filing Date: 2026-02-03 09:18:04
Form ADV Documents