Key facts
- EMBREE FINANCIAL GROUP is a other based in CHICAGO, IL.
- EMBREE FINANCIAL GROUP reports $5.0M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 108233- Regulatory AUM
- $5.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 19
- Registered office
- CHICAGO, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for EMBREE FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is EMBREE FINANCIAL GROUP's AUM?
- EMBREE FINANCIAL GROUP manages approximately $5.0M in assets.