Investment adviser · CRD 137901
PAVILION ADVISORY GROUP INC.
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Dec 19, 2018
- Regulatory AUM
- $3.14B Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 93 Reported in this filing
- Advisory professionals
- 82 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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $1,563,695,234 | 49.7% |
| Other clients | Fewer than 5 | $1,080,351,834 | 34.4% |
| Charities | 9 | $500,134,265 | 15.9% |
Filing source
Form ADV 1259012 · Dec 19, 2018 · 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: Dec 19, 2018. View historical filings
Reported services
Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
227 W. MONROE STREET, SUITE 2020CHICAGO, IL, 60606, United States
CRD 137901
Filing source
Form ADV 1259012 · Dec 19, 2018 · 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.