Pearlmark Investment Advisers, L.L.C. is an adviser based in Chicago. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.
Pearlmark Investment Advisers, L.L.C provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Pearlmark Investment Advisers, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Wendy Freyer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pearlmark Investment Advisers, L.L.C. performs its advisory services is located at 200 West Madison Street, Chicago, IL 60606 3417, 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 312-499-1900 or by fax 312-499-1901. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.