Spotlight Asset is an investment advisor in Oakbrook Terrace with $229.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814792396
SEC advisor number
801-110415
FINRA CRD number
288076
AUM ?
$205.14 mm
(as of 29 Mar 24)
Accounts
398
(as of 29 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Spotlight Asset
2 MID AMERICA PLAZA
SUITE 710
OAKBROOK TERRACE
IL 60181
2 MID AMERICA PLAZA
SUITE 710
OAKBROOK TERRACE
IL 60181
Phone
630-230-6840
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
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
7 Apr 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
30 Oct 20