Choreo, LLC
● SEC registered since 2011CRD 111221SEC# 801-57236Rockford, IL
Reg. AUM
$19.14B
Employees
232
Accounts
24,999
Location
Rockford, IL
Choreo, LLC assets under management
Choreo, LLC is an investment advisory firm registered with the SEC based in Rockford, IL. The firm has been registered since 2011. It reports $19.1 billion in regulatory assets under management and employs 232 people.
Choreo, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Compass Parent, L.P. Control | Member | Over 75% | 2022 |
| Jason Dale Van De Loo Control | Chief Executive Officer | 5-10% | 2025 |
| Keith Scott Kotfica Control | Chief Growth Officer | Under 5% | 2025 |
| Lawrence Kenneth Miles Control | Executive Vice President, Corporate Development | 5-10% | 2025 |
| Lisa Marie Tamburini Control | General Counsel And Chief Compliance Officer | Under 5% | 2021 |
| Matthew Ari Gotlin Control | Chief Investment Officer | Under 5% | 2023 |
| Michael David Rittershaus Control | Chief Service Officer | Under 5% | 2025 |
| Molly Festa McMillin Control | Chief Financial Officer | Under 5% | 2024 |
| Raymond Max Morrill Control | Chief Wealth Officer | Under 5% | 2026 |
| Shelley Grant Smith Control | Chief Human Resources Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Choreo, LLC manage?
Choreo, LLC reports $19.1 billion in regulatory assets under management on its Form ADV.
How many employees does Choreo, LLC have?
Choreo, LLC reports 232 employees.
Where is Choreo, LLC located?
Choreo, LLC is based in Rockford, IL and has been SEC-registered since 2011.
Does Choreo, LLC disclose fund performance?
Choreo, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6735 Vistagreen Way, Suite 110, Rockford, IL 61107 |
| Phone | 888-312-2467 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1679031 |
| Discloses disciplinary history | No |
Regulatory AUM
$19.14B▲ 5%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,306 advisers
EmployeesTop 3%
More than 97% of 16,824 advisers
Assets under management
$19.14Bregulatory AUM
Discretionary $17.05BNon-discretionary $2.09B