# CTC WEALTH MANAGEMENT, LLC

CTC WEALTH MANAGEMENT, LLC of CHICAGO, IL is an SEC exempt reporting adviser.

## Registration

- CRD: 289779
- Type: SEC exempt reporting adviser
- SEC file number: 802-111766
- Location: 425 S. FINANCIAL PLACE, 4TH FLOOR, CHICAGO, IL, 60605
- Phone: 312 863-8000
- Latest filing: 2023-03-31

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [ALLARA MICHAEL JOHN](https://search.stillhousedata.com/person/735557) | CHIEF FINANCIAL OFFICER | — |
| [WILLIAMS JAMES FRANK](https://search.stillhousedata.com/person/769958) | CHIEF LEGAL OFFICER AND SECRETARY | — |
| [ABRAHAM MATTHEW DAVID](https://search.stillhousedata.com/person/799753) | CHIEF COMPLIANCE OFFICER | — |
| [HALL ANDREW WESCOTT](https://search.stillhousedata.com/person/808387) | CHIEF INVESTMENT OFFICER; MEMBER | — |
| [CHERN ERIC HILTON](https://search.stillhousedata.com/person/808388) | MEMBER | — |
| [WATROUS JOHN JUDSON](https://search.stillhousedata.com/person/808391) | MEMBER | — |
| [HARRIMAN JOSEPH CARTER](https://search.stillhousedata.com/person/831190) | CHIEF OPERATIONS OFFICER | — |
| [KELLER STEPHAN](https://search.stillhousedata.com/person/862884) | PRESIDENT; PRESIDENT/CFO | — |


## Private funds (7)

Mix: Other Private Fund 2 · Real Estate Fund 3 · Private Equity Fund 1 · Hedge Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LIS FUND 2018, LLC | Other Private Fund | — | 8 | $185.8M | — |
| GLOBAL PES 2019, LLC | Private Equity Fund | — | 12 | $29.3M | — |
| ALTERNATIVE INVESTMENT FUND 2017, LLC | Hedge Fund | — | 17 | $25.2M | — |
| REAL ESTATE OPPORTUNITIES FUND III LLC | Real Estate Fund | — | 41 | $21.2M | $100K |
| REAL ESTATE OPPORTUNITIES FUND 2017, LLC | Real Estate Fund | — | 20 | $15.3M | — |
| REAL ESTATE OPPORTUNITIES FUND 2018, LLC | Real Estate Fund | — | 15 | $14.0M | — |
| LIS FUND 2019, LLC | Other Private Fund | — | 6 | $8.3M | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289779/similar
- Related entities: https://search.stillhousedata.com/firm/289779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289779

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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.