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Matthew Donald Schoen

AEGEA CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
401 WEST SUPERIOR, CHICAGO, IL 60654CRD# 4857179Firm CRD# 167864
01

About

Matthew Donald Schoen is a registered financial advisor based in CHICAGO, Illinois, affiliated with AEGEA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
AEGEA CAPITAL MANAGEMENT, LLC
AEGEA CAPITAL MANAGEMENT, LLC
AUM
$517M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AEGEA CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4857179
Firm CRD# 167864
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Donald Schoen offer?
Matthew Donald Schoen specializes in Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Matthew Donald Schoen's credentials?
Matthew Donald Schoen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Donald Schoen located?
Matthew Donald Schoen is based in CHICAGO, Illinois, working with AEGEA CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Matthew Donald Schoen charge for services?
Matthew Donald Schoen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGEA CAPITAL MANAGEMENT, LLC?
AEGEA CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AEGEA CAPITAL MANAGEMENT, LLC

Matthew Thomas Andrews
CHICAGO, IL
Cem A Karsan
CHICAGO, IL
Mark Thomas Downing
CHICAGO, IL
Timothy Steed
CHICAGO, IL

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Research
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