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AON ADVANTAGE FUNDS LLC

CHICAGO, IL · CRD 310335 · IAPD ↗ · aon.com · 312-381-0132

$148.7MRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
1Private funds
4States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
June 2025 — AON ADVANTAGE FUNDS LLC (CHICAGO, IL) left the SEC roster (was $148.7M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
May 2025 — AON ADVANTAGE FUNDS LLC reported RAUM down 45% ($268.0M -> $148.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — AON ADVANTAGE FUNDS LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — AON ADVANTAGE FUNDS LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
38
April 2024 — AON ADVANTAGE FUNDS LLC shrank from 20 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.