Horizon Cash Management LLC (Chicago)


Horizon Cash Management LLC is a large advisory firm based in Chicago. It manages $500 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

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

Horizon Cash Management: assets under management

The assets under management (AUM) of Horizon Cash Management LLC is $500 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $500 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.36 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Horizon Cash 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.

Careers at Horizon Cash Management LLC

Horizon Cash Management LLC is owned by Cary Wynn Musser. Diane Catherine Mix has been acting as President since 1 Jan 1992. Robert Pinedo joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Diane Catherine Mix President 1 Jan 1992 75% - 100% 500319
Pauline Marie Slager Vice president 1 Nov 1994 Other 4360708
Cary Wynn Musser Vice president 1 Jan 1995 Other 1600721
Cary Wynn Musser Owner 1 Jan 2000 Other 1600721
Mark Thomas Clements Vice president portfolio/risk manager 1 Jul 2003 Other 2648697
Pauline Marie Slager Senior vice president/chief compliance officer 1 Jul 2004 Other 4360708
William Randal Burgess Vice president/technology director 1 Jan 2005 Other 4936124
Margaret S White Vice president/senior staff accountant 1 Jan 2005 Other 4936113
Pauline Marie Slager Executive vice president finance 1 Apr 2005 Other 4360708
Pauline Marie Modjeski Cco/executive vice president finance 1 Apr 2005 Other 4360708
Mark Thomas Clements Vice president senior portfolio manager 1 Aug 2005 Other 2648697
Robert Harold Von Halle Senior vice president/director of business development 1 Sep 2006 Other 5295084
Jill Allaine King Sr. vice president 1 Jan 2011 Other 1305818
Michael Howard Markowitz Executive vice president, chief investment officer 1 Apr 2012 Other 2490315
Robert Pinedo Chief compliance officer 1 May 2013 Other 6194040
Michael Howard Markowitz President and chief investment officer 1 May 2013 Other 2490315

Based in Chicago

The principal office where Horizon Cash Management LLC performs its advisory services is located at 325 West Huron, Suite 808, 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 312-335-8500 or by fax 312-335-8501. The normal business hours are 7:30 am - 4:30pm on Monday - Friday.