AdvisorOS Directory
Claim Profile
TS

Timothy Steed

AEGEA CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
401 WEST SUPERIOR, CHICAGO, IL 60654CRD# 6610813Firm CRD# 167864
01

About

Timothy Steed 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# 6610813
Firm CRD# 167864
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Steed offer?
Timothy Steed specializes in Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Timothy Steed's credentials?
Timothy Steed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Steed located?
Timothy Steed 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 Timothy Steed charge for services?
Timothy Steed'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AEGEA CAPITAL MANAGEMENT, LLC

Matthew Thomas Andrews
CHICAGO, IL
Matthew Donald Schoen
CHICAGO, IL
Cem A Karsan
CHICAGO, IL
Mark Thomas Downing
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Warren John Zaccaro
ASSET ALLOCATION & MANAGEMENT COMPANY, LLC·CHICAGO, IL
Liza Anne Boyd
MODERNE CAPITAL, LP·CHICAGO, IL
Caleb Fryer Fishkin
FORTY4 ASSET MANAGEMENT LLC·CHICAGO, IL
Frank James Haggerty
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Joyce Barbara Riegel
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile