Overview
Assets Under Management: $114 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
VERSATILE CAPITAL MANAGEMENT L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173611), VERSATILE CAPITAL MANAGEMENT L.L.C. is subject to fiduciary duty under federal law.
VERSATILE CAPITAL MANAGEMENT L.L.C. is headquartered in CHICAGO, IL.
VERSATILE CAPITAL MANAGEMENT L.L.C. serves 32 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, VERSATILE CAPITAL MANAGEMENT L.L.C. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VERSATILE CAPITAL MANAGEMENT L.L.C. manages $114 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, VERSATILE CAPITAL MANAGEMENT L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 89
Discretionary Accounts: 85
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 173611
Filing ID: 2033652
Last Filing Date: 2025-12-15 14:40:14
Website: 0