Fort Sheridan Advisors Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 389
- Avg AUM / client
- $2.7M
- Accounts
- 1,174
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $88.7M | 8.57% |
| High net worth individuals | 171 | $873M | 84.4% |
| Pension and profit sharing plans | 0 | $45.1M | 4.36% |
| Charitable organizations | 0 | $6.9M | 0.67% |
| Corporations and other businesses | 0 | $20.7M | 2.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Xxxxxxxxxx Placeholder Fund | Hedge Fund | Delaware | $0 | 0 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Martin Karmin | Managing Member / Chief Compliance Officer | Jul 2009 (17y) | 75% or more | |
| Karmin, Linda | Member | Jan 2014 (13y) | 5% – 10% | |
| Douglas Michael Purcell | Registered representative | Dec 2016 (10y) | ||
| Stuart Carroll Loren | Registered representative | Nov 2018 (8y) | ||
| Alissa S. Hirsh | Registered representative | Nov 2018 (8y) | ||
| Thomas Matthew Weil | Registered representative | Mar 2019 (7y) | ||
| Nicole Marie Hansen | Registered representative | Oct 2024 (2y) | ||
| Alison Amber Wilson | Registered representative | Jan 2025 (2y) | ||
| Richard Norris Preston | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Xxxxxxxxxx Placeholder Fund | Hedge Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $7.0M (1% of AUM) Jun 2026
- Interactive Brokers $600K (0% of AUM) Jun 2026
- Fidelity Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗