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CRD#: 166959
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

HURON TRANSACTION ADVISORY LLC is located at 550 West Van Buren Street, Suite 1700, Chicago, IL 60607 and was first established at Chicago, Delaware in 01/30/2013. After operating for 13 years, HURON TRANSACTION ADVISORY LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HURON TRANSACTION ADVISORY LLC’s clients are individuals and 0% of their clients are high net worth individuals. HURON TRANSACTION ADVISORY LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HURON TRANSACTION ADVISORY LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HURON TRANSACTION ADVISORY LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HURON TRANSACTION ADVISORY LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for HURON TRANSACTION ADVISORY LLC Comes From

Understanding the Statistics for HURON TRANSACTION ADVISORY LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
550 West Van Buren Street, Suite 1700, Chicago, IL 60607
Mailing Address
550 West Van Buren Street, Suite 1700, Chicago, IL 60607
Firm Size
Small
Phone Number
(312) 583-8700
Established
Delaware since 01/30/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HURON CONSULTING GROUP HOLDINGS LLCPARENT
BODINE, JOHN MICHAELPRINCIPAL, EXECUTIVE REPRESENTATIVE4790936
CALDER-KATZ, HOPE ELLENSECRETARY8015749
LENART, BRIAN DOUGLASFINOP, CFO, PFO/POO, CCO, AMLCO736107

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Advisor's working at HURON TRANSACTION ADVISORY LLC

PP

Patrick Denis Pilch

RR
CRD#: 1681743
Location:
New York, NY 10036
Company:
HURON TRANSACTION ADVISORY LLC
Disclosures:
Experience:
33 years
View Profile
PK

Philip Jay Kaplan

RR
CRD#: 2259877
Location:
Chicago, IL 60607
Company:
HURON TRANSACTION ADVISORY LLC
Disclosures:
Experience:
33 years
View Profile
DH

Donald Husi

RR
CRD#: 6924228
Location:
New York, NY 10036
Company:
HURON TRANSACTION ADVISORY LLC
Disclosures:
Experience:
7 years
View Profile
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