DiMeo Schneider & Associates, L.L.C. is an investment advisor in Chicago with $37.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364001764
SEC advisor number
801-48820
FINRA CRD number
106720
AUM ?
$37.88 bn
(as of 8 Apr 22)
Accounts
994
(as of 8 Apr 22)
Employees
187
(92 investment advisory or research)
Address
DiMeo Schneider & Associates, L.L.C.
500 W. MADISON STREET
SUITE 1700
CHICAGO
IL 60661
500 W. MADISON STREET
SUITE 1700
CHICAGO
IL 60661
Office hours
Monday - Friday, 8:00 AM - 5:00 PM CST
Phone
3128531000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dimeo, Robert, Allen | Manager, Chief Executive Officer | 04/2020 | < 5% |
Benoit, Michael, Steven | Manager, Treasurer | 04/2020 | < 5% |
Lieser, Lori, Michell | Senior Vice President | 04/2020 | < 5% |
NFP Intermdiate Holdings B Corp. | Owner | 07/2013 | > 75% |
NFP Intermediate Holdings a Corp. | Owner | 07/2013 | > 75% |
NFP Holdings, LLC | Owner | 07/2013 | > 75% |
Patriot SPV, L.P. | Owner | 03/2021 | 25-50% |
Patriot SPV GP, L.P. | General Partner | 03/2021 | |
Madison Dearborn Partners | General Partner | 07/2013 | |
NFP Corp. | Member | 11/2014 | > 75% |
NFP Parent Co, LLC | Owner | 10/2014 | > 75% |
NFP Ultimate Holdings, LLC | Owner | 02/2017 | > 75% |
Moo, Veronica, Ei Chun | Senior Vice President | 04/2020 | < 5% |
Wetzel, Mark, Robert | Manager, President | 04/2020 | < 5% |
Rice, Matthew, Raymon | Chief Financial Officer, Chief Investment Officer and Secretary | 04/2020 | < 5% |
Kachmar, Christopher, Francis | Chief Market Strategist | 04/2020 | < 5% |
Goldman, Michael, Nathan | Manager | 04/2020 | < 5% |
Nelson, Carl, Edward | Manager | 04/2020 | < 5% |
Hilzenrath, Robert, Jay | Manager | 04/2020 | < 5% |
Sharoni, Elan, Jonathan | Manager | 04/2020 | < 5% |
Spradley, Suzanne, F | Senior Vice President | 04/2020 | < 5% |
Vander Weele, Julie, Ellen | Chief Operating Officer | 04/2020 | < 5% |
Fiducient Holdings, LLC | Owner | 11/2014 | > 75% |
Claucherty, Megan, Jean | General Counsel and Chief Compliance Officer | 05/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21