Investment adviser · CRD 10416

BORTHWICK ASSOCIATES, INC.

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jun 1, 2012

Regulatory AUM
$45.1M
Form ADV · Item 5.F
Client accounts
56
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 1, 2012. View historical filings

Reported services

Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

120 S LASALLE STREET #1440
CHICAGO, IL, 60603-3424, United States

CRD 10416

Filing source

Form ADV 650565 · Jun 1, 2012 · 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.