Entrar Registro gratuito

Sample & Cross Capital Management LLC (Lake Forest)


Sample & Cross Capital Management LLC is an adviser based in Lake Forest. It manages $14 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Illinois.

Sample & Cross Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sample & Cross Capital Management: assets under management

The assets under management (AUM) of Sample & Cross Capital Management LLC is $14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sample & Cross Capital Management LLC for their services and products based on a percentage of assets under management. 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 Lake Forest

The principal office where Sample & Cross Capital Management LLC performs its advisory services is located at 14285 W Forest Drive, Lake Forest, IL 60045 The mailing address of the firm is 14655 Westwoods Lane, Mettawa, IL 60048. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-505-5518 or by fax 847-984-2823. The normal business hours are 9am - 5pm on Monday - Friday.


Registered investment advisers similar to Sample & Cross Capital Management LLC