Updated:
Premier Asset Management
Premier Asset Management operates from Chicago as a generalist asset manager and registered investment advisor, serving high-net-worth individuals alongside...
Premier Asset Management
Premier Asset Management operates from Chicago as a generalist asset manager and registered investment advisor, serving high-net-worth individuals alongside institutional clients including pension funds, trusts, estates, and charitable organizations. The firm offers a bundled suite of discretionary investment advisory, financial planning, and portfolio management services. The strategy is broad rather than thematic. The firm manages multi-asset portfolios that likely span public equities and fixed income across US markets. Its pension consulting practice indicates capability in institutional liability-driven mandates, though no specific client names or portfolio holdings are publicly documented. There is no evidence of direct private-market co-investment or fund-of-fund structures. Scale and team size are not publicly disclosed. The firm maintains no additional offices beyond its Chicago headquarters. No adjacent philanthropic vehicles, family-office affiliations, or executive-club memberships have been identified in the public record. Premier's structural profile is that of a traditional multi-client RIA without a single-family-wealth anchor or a distinctive alternatives engine. Its generalist posture contrasts with specialists that dominate Chicago's institutional advisory landscape. Governance, succession, and ownership details remain opaque, as does any operational event from the past 24 months.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Frequently asked questions
Does Premier Asset Management manage assets for institutional clients or only individuals?
Premier serves both. Its client base includes high-net-worth individuals as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The pension consulting offering specifically targets institutional mandates.
What asset classes does Premier Asset Management invest in?
The firm operates as a generalist across public equities and fixed income within US markets. Its multi-asset portfolios are built through discretionary management. There is no public evidence of dedicated allocations to private equity, venture capital, or direct real estate.
Does Premier Asset Management offer financial planning alongside investment management?
Yes. Financial planning is a core service line alongside portfolio management and pension consulting. This bundled model is less common among pure-play RIAs that often outsource planning. Premier delivers it in-house as part of its discretionary advisory relationship.
Who founded Premier Asset Management and who runs it today?
Principal names and ownership are not publicly disclosed. The firm's public record — regulatory filings, its own website, and industry databases — does not identify a founder, CEO, or CIO. This opacity is unusual for a multi-client RIA of its stated scope.
Is Premier Asset Management a fiduciary?
As a registered investment advisor in the United States, Premier Asset Management is held to a fiduciary standard under the Investment Advisers Act of 1940. This means it is legally obligated to act in the best interest of its clients when providing investment advice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: