Investment adviser · CRD 161703
TAIBER, KOSMALA & ASSOCIATES, LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $717M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Charities | 16 | $716,661,301 | 100.0% |
Filing source
Form ADV 2070222 · Mar 27, 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: Mar 27, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
225 W RANDOLPH ST, SUITE 3050CHICAGO, IL, 60606, United States
CRD 161703
Filing source
Form ADV 2070222 · Mar 27, 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.