Effettuare il login Iscriviti gratis

Rebellion Asset Management, LLC (Northbrook)


Rebellion Asset Management, LLC is a pension cosultant based in Northbrook. It manages $1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Illinois.

Rebellion Asset Management provides portfolio management for individuals and small businesses 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.

Rebellion Asset Management: assets under management

The assets under management (AUM) of Rebellion Asset Management, LLC is $1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rebellion Asset 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Donald Forsyth Manager 1 Apr 2008 50% - 75% 1285055
Thomas James Holmberg Member 1 Apr 2008 25% - 50% 1736381

Based in Northbrook

The principal office where Rebellion Asset Management, LLC performs its advisory services is located at 400 Skokie Boulevard, Northbrook, IL 60062 2815, 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 847-509-1140 or by fax 847-509-9845. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Rebellion Asset Management, LLC