TREE CITY INVESTMENTS, INC.

TREE CITY INVESTMENTS, INC. of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 141279). Regulatory assets under management: $49.1M.

Registration

• CRD: 141279
• SEC file number: 801-67227
• Type: Registered investment adviser
• Location: 500 N. WESTERN AVE., LAKE FOREST, IL, 60045
• Phone: 847-668-1120
• Latest filing: 2026-03-20
• Regulatory AUM: $49.1M
• Non-discretionary AUM: $49.1M
• Clients: 2
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 141279 on SEC IAPD (source of record)
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