The CORAZON GROUP is a privately held investment adviser that advises $531.49mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. CORAZON GROUP is a Public/Private Fund Assets increased by 573.64% over the last 5-years.
The Group has been registered with the SEC for 9.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 350 N. ORLEANS ST SUITE 9000N, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 12 investment and 2 non-investment staff. The total number of Employees increased by 600% over the last 5-years.
Their $531.49mn in assets advised are owned by 6 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $331.49mn or 62.37% of Total Assets and Investment Companies (IC) own $200mn or 37.63% of Total Assets.
The Group's top investment strategies include Early Stage and Traditional LBO, representing 62.37% and 37.63% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
CORAZON GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.