Investment adviser · CRD 148411
ZENDAMENTALS
Investment adviser filing (IA)
EDDIE PATEL, INC
CHICAGO, IL, United States · Form ADV filed Feb 20, 2026
- Regulatory AUM
- $161M Form ADV · Item 5.F
- Client accounts
- 1,065 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | 388 | $85,797,710 | 53.4% |
| High-net-worth individuals | 36 | $74,913,096 | 46.6% |
Filing source
Form ADV 2055276 · Feb 20, 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: Feb 20, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2257 W IRVING PARK RD, STE 1CHICAGO, IL, 60618, United States
CRD 148411
Filing source
Form ADV 2055276 · Feb 20, 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.