Cooper Linse Hallman Capital Management Inc (Orland Park)

Cooper Linse Hallman Capital Management Inc is an adviser based in Orland Park. It manages $8.45 million of regulatory assets for 324 client accounts. It has been registered with the SEC as an adviser since 2001.

Cooper Linse Hallman Capital Management provides security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cooper Linse Hallman Capital Management: assets under management

The assets under management (AUM) of Cooper Linse Hallman Capital Management Inc is $8.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cooper Linse Hallman Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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 Cooper Linse Hallman Capital Management Inc

Lori Ann Cooper has been acting as President since 1 Mar 1993. Carol J Linse joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Edward Linse	Secretary/treasurer	1 Mar 1993	Other	1181405
Lori Ann Cooper	President	1 Mar 1993	25% - 50%	1308323
Thomas Joseph Hallman	Shareholder	1 May 1994	Other	1711743
Carol J Linse	Shareholder	1 Dec 1998	Other	4353625

Based in Orland Park

The principal office where Cooper Linse Hallman Capital Management Inc performs its advisory services is located at 1800 Ravinia Place, Orland Park, IL 60462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.