# HTAA, LLC

HTAA, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 171391
- Type: SEC-registered investment adviser
- SEC file number: 801-79752
- Location: 141 W. JACKSON BOULEVARD, SUITE 1650, CHICAGO, IL, 60604
- Phone: 312-356-3150
- Latest filing: 2026-03-31
- Regulatory AUM: $177.0M
- Discretionary AUM: $177.0M
- Clients: 11
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Eric Joseph Kleinschmidt | CHIEF COMPLIANCE OFFICER | — |
| Marson Blair Hull | CHAIRMAN; TRUSTEE | — |
| Petra Bakosova | CHIEF EXECUTIVE OFFICER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER | — |
| HULL MARSON BLAIR | CHAIRMAN; CHIEF EXECUTIVE OFFICER; OWNER (+1 more) | — |
| MCDEVITT GRAHAM THOMAS | CHIEF COMPLIANCE OFFICER | — |
| EWASKO JASON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| GALLAGHER MICHELLE A | CHIEF COMPLIANCE OFFICER | — |
| MCCARTEN STEPHEN | CHIEF OPERATING OFFICER | — |
| DELGIUDICE RYAN L | CHIEF COMPLIANCE OFFICER | — |
| GILLESPIE STACEY JEAN | CCO; CHIEF COMPLIANCE OFFICER | — |
| Bakosova Petra | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| DELGIUDICE RYAN LOUIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| KLEINSCHMIDT ERIC JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171391/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171391/similar
- Related entities: https://search.stillhousedata.com/firm/171391/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171391

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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.