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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Optima momentumElement fusion +more
- Established Date
- 09-09-2009
- Office Locations
- 3
Office Locations
About Fort Sheridan Advisors LLC
Fort Sheridan Advisors is an independent wealth management firm serving high-net-worth individuals, families, and institutional investors nationwide. The team provides financial and retirement planning alongside disciplined, risk-aware investment management and portfolio construction. Public filings indicate ETF-centric separately managed accounts, with additional use of cash, derivatives, and government/municipal bonds. Custody includes Fidelity/NFS and Interactive Brokers.
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Owner & Executives
Peter Martin Karmin
Chief Compliance Officer, Managing Member
- CRD
- #2105053
- Ownership
- 75% or more
LINDA KARMIN
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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NICOLE MARIE HANSEN
Associate
- CRD
- #7999577
Alissa S. Hirsh
Financial Advisor, General Partner
- CRD
- #7025196
Glacier legacy
Summit north radial
- CRD
- #59585
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,024,124,437 | $911,954 |
| Non-Discretionary | $10,679,594 | $209,404 |
| Total | $1,034,804,031 | $881,434 |
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Separately Managed Accounts
Total SMA Asset: $1,034,804,031
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $862,456,800 | 23.2% |
| Cash | $1,104,093,403 | 29.7% |
| Derivatives | $717,474,838 | 19.3% |
| U.S. Government/Agency | $1,033,461,164 | 27.8% |
| Total | $3,717,486,205 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH MERIDIAN | QUANTUM FRONTIER | Q8A13IU4N | ISPBS | 11.64% | $54,222,380 |
| OAK ALPHA | LEGACY FUSION | UEUPQ3Z1H | WHKC | 12.07% | $108,106,097 |
| VITAL HORIZON DELTA | PRIME PEAK | IBC7TT2EH | PXNJV | 6.31% | $72,810,960 |
| SUMMIT VERTEX | INSIGHT TIMBER | JCADM2HE7 | WBZAM | 6.64% | $11,335,427 |
| ZENITH MOMENTUM FOCUS | ATLAS OAK | HEOCMF89Y | BXJ | 1.05% | $21,607,069 |
| QUANTUM ZENITH | RIDGE CATALYST | KII2OEPCG | SYCL | 2.68% | $35,203,467 |
| ALPHA ATLAS MERIDIAN | FRONTIER PIONEER | C13GCVQW8 | ZPZ | 11.39% | $92,744,975 |
| VECTOR CATALYST FUSION | ZENITH INSIGHT | G8DBR0BD5 | IQT | 1.63% | $94,176,889 |