EDDIE PATEL, INC

EDDIE PATEL, INC of CHICAGO, IL is an SEC-registered investment adviser (CRD 148411). Regulatory assets under management: $160.7M.

Registration

• CRD: 148411
• SEC file number: 801-134594
• Type: Registered investment adviser
• Location: 2257 W IRVING PARK RD, STE 1, CHICAGO, IL, 60618
• Phone: 773-248-1000
• Latest filing: 2026-02-20
• Regulatory AUM: $160.7M
• Discretionary AUM: $160.7M
• Clients: 1
• Accounts: 1,065

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

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 148411 on SEC IAPD (source of record)
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