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Unique Wealth Strategies
UNIQUE WEALTH STRATEGIES is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2022. The firm manages $382 million in assets, $381...
Overview
UNIQUE WEALTH STRATEGIES is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2022. The firm manages $382 million in assets, $381 million on a discretionary basis. It has 10 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Unique Wealth Strategies?
The firm does not publicly disclose its investment principals. It is known in industry channels as a family-office group, but specific names and titles are not available in public records.
How does Unique Wealth Strategies source proprietary deal flow?
The firm sources transactions through a network of family offices, law firms, and regional banks, rather than through a public deal-sourcing platform. It focuses on direct origination in private credit and real estate.
What investment stages does Unique Wealth Strategies typically target?
The firm targets control-oriented direct investments across private credit, real estate, and infrastructure. It generally seeks assets with stable cash flows rather than early-stage or venture opportunities.
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