$23.4M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-13-2017
- Office Locations
- 1
Office Locations
841 Spruce Street Suite 202 Winnetka IL
About VAN AKE Capital LLC
Van Ake Capital LLC is a boutique RIA in Winnetka, IL providing discretionary asset management and portfolio construction, with experience serving entrepreneurs. Public portfolio data suggests an ETF-centric SMA approach (majority in ETFs) complemented by cash and investment-grade corporate bonds, with platform exposure to SEI and Carta.
Team overview
53 AVG AGE
$23.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM HOOKER AKE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2293393
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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