HORIZON CAPITAL MANAGEMENT, LLC
HORIZON CAPITAL MANAGEMENT, LLC of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 132113). Regulatory assets under management: $136.2M.
Registration
- CRD: 132113
- SEC file number: 801-133716
- Type: Registered investment adviser
- Location: ONE WESTMINSTER PLACE, SUITE 100A, LAKE FOREST, IL, 60045
- Phone: 847-738-0801
- Latest filing: 2026-03-12
- Regulatory AUM: $136.2M
- Discretionary AUM: $136.2M
- Clients: 1
- Accounts: 40
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| James David Pattie | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
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