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Cupps Capital Management, LLC (Chicago)


Cupps Capital Management, LLC is a large advisory firm based in Chicago. It manages $810.48 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Tennessee, and Texas.

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Cupps Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cupps Capital Management: assets under management

The assets under management (AUM) of Cupps Capital Management, LLC is $810.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 942% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $810.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.16 million each.
Cupps Capital Management has custody of $27.17 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cupps Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Cupps Capital Management, LLC performs its advisory services is located at 300 North Lasalle Boulevard, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-263-1057 or by fax 312-263-2499. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cuppscapital.com.


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