Investment adviser · CRD 118891

ATTUCKS ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 18, 2026

Regulatory AUM: $3.86B
Client accounts: 18
Employees: 12
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	16	$2,984,459,538	77.3%
Insurance companies	Fewer than 5	$478,120,986	12.4%
Other clients	Fewer than 5	$397,371,489	10.3%

Filing source

Form ADV 2073325 · Mar 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ATTUCKS DIVERSITY FUND LTDHedge Fund · Last reported Mar 18, 2014$5MGross asset value

Fund administrator JPMORGAN HEDGE FUND SERVICES DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG DUBLIN, Ireland

Custodian J.P. MORGAN CHASE DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-2111853138
Reported beneficial owners: 1
Minimum commitment: $500K

Form ADV 787359 · Mar 18, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 18, 2026. View historical filings

Reported services

Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

321 NORTH CLARK STREET, SUITE 740
CHICAGO, IL, 60654, United States

CRD 118891

Filing source

Form ADV 2073325 · Mar 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.