# TAKAKI CLOSE & ASSOCIATES, LTD.

TAKAKI CLOSE & ASSOCIATES, LTD. of EVANSTON, IL is an SEC-registered investment adviser.

## Registration

- CRD: 110502
- Type: SEC-registered investment adviser
- SEC file number: 801-33214
- Location: 1578 SHERMAN AVENUE, EVANSTON, IL, 60201
- Phone: 847-424-0465
- Latest filing: 2006-03-15
- Regulatory AUM: $172.7M
- Discretionary AUM: $111.9M
- Non-discretionary AUM: $60.8M
- Clients: 6
- Accounts: 790

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| CLOSE DAVID DOUGLAS | PRESIDENT; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| TAKAKI STEVEN KAORU | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110502/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110502/similar
- Related entities: https://search.stillhousedata.com/firm/110502/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110502

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.