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Brett Jonathan Goldstein

GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, Illinois
Unclaimed Profile
900 NORTH MICHIGAN AVENUE, SUITE 1100, CHICAGO, IL 60611-6558CRD# 6230485Firm CRD# 108654
01

About

Brett Jonathan Goldstein is a registered financial advisor based in CHICAGO, Illinois, affiliated with GROSVENOR CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
GROSVENOR CAPITAL MANAGEMENT, L.P.
GROSVENOR CAPITAL MANAGEMENT, L.P.
AUM
$34.6B
Regulatory assets under management
Employees
346
Total firm employees
View all advisors at GROSVENOR CAPITAL MANAGEMENT, L.P. →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6230485
Firm CRD# 108654
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Jonathan Goldstein offer?
Brett Jonathan Goldstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Brett Jonathan Goldstein's credentials?
Brett Jonathan Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Jonathan Goldstein located?
Brett Jonathan Goldstein is based in CHICAGO, Illinois, working with GROSVENOR CAPITAL MANAGEMENT, L.P.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Brett Jonathan Goldstein charge for services?
Brett Jonathan Goldstein's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROSVENOR CAPITAL MANAGEMENT, L.P.?
GROSVENOR CAPITAL MANAGEMENT, L.P. has approximately 346 employees and manages $34.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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