Investment adviser · CRD 282557
PRECISE INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
HIGHLAND PARK, IL, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $349M Form ADV · Item 5.F
- Client accounts
- 80 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 46 | $288,621,491 | 82.6% |
| High-net-worth individuals | 17 | $40,633,323 | 11.6% |
| Individuals | 25 | $19,973,290 | 5.7% |
Filing source
Form ADV 2119330 · Sep 29, 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
0 Private fundsThe 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: Sep 29, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
600 CENTRAL AVE, SUITE 293HIGHLAND PARK, IL, 60035, United States
CRD 282557
Filing source
Form ADV 2119330 · Sep 29, 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.