Hilco Investment Advisors provides portfolio management for institutions.
Hilco Investment Advisors lists other clients as clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $313M across 3 accounts are not.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Other | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other | Fewer than 5 | $313M | 100.0% | — |
| Total | Not reported | $313M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $313M
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $313M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Hilco Investment Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Hilco Trading, LLC owns 75% or more of Hilco Investment Advisors and is in turn owned by Ocu Advisory Services Holdings, LLC (50–75%). The leadership team of Hilco Investment Advisors includes President Neil Aaronson and Chief Compliance Officer Brian Franc. It has 160 employees, 44 of them in advisory roles.
Leadership
- Neil AaronsonPresident (Americas) & Executive Director of Real Estate, Hilco Global
- Ian FredericksPresident & CEO of Capital Solutions (Americas), Hilco Global
- Brian FrancChief Compliance Officer
Jeffrey AbramsGroup Head of Private Credit and Real Estate, Orix USA- Charmy ShahHead of Finance and Operations, Asset Based Finance, Hilco Global
- Nikunj SinghalHead of Hilco Asset Management and Private Credit
Staff
- 160 employees
- 44 in advisory functions
- 6 broker-dealer reps
- Owns 75% or more of Hilco Investment Advisors, LLC
Hilco Trading, LLC
Control person · since December 2018
- Owns 50% to 75% of Hilco Trading, LLC
Ocu Advisory Services Holdings, LLC
Control person · since September 2025
- Owns 75% or more of Ocu Advisory Services Holdings, LLC
Ocu Opco Holdings, LLC
Control person · since July 2025
- Owns 75% or more of Ocu Opco Holdings, LLC
Orix Capital Markets, LLC
Control person · since September 2015
- Owns 75% or more of Orix Capital Markets, LLC
Orix Corporation USA
Control person · since March 1997
- Owns 75% or more of Orix Corporation USA
Orix Corporation
Control person · since August 1981
Hilco Investment Advisors’ regulatory assets grew 1.6× from $195M (May 2021) to $313M (September 2026); clients fell from 3 to 0 and employees rose from 2 to 160.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $313M | 0 | 160 | 6 |
| March 2023 | $143M | 3 | 23 | 1 |
| May 2021 | $195M | 3 | 2 | 1 |
Besides its headquarters, Hilco Investment Advisors has 5 offices, with 6 listed addresses in the U.S. and abroad.
Illinois · 1 listed address
- 5 Revere Drive, Suite 206, NorthbrookHQ
New York · 1 listed address
- 280 Park Ave, New York
International offices
- 84 GROSVENOR STREET, LONDON, W1K 3JZ, United Kingdom
- 39 MARTIN PLACE, THE COMMONS, SYDNEY, 2000, Australia
- 380 ST KILDO ROAD, LEVEL 14, MELBOURNE, 3004, Australia
- 302 BAY STREET, SUITE 1203-2, TORONTO, M5H 0B6, Canada
Contact and registration details
- Legal name
- Hilco Investment Advisors, LLC
- Headquarters
- 5 Revere Drive, Suite 206, Northbrook, IL 60062-1568
- Website
- Not reported
- Phone
- 847-509-1100
- SEC file
- 801-137203
- Structure
- Delaware LLC
- Fiscal year end
- March
Hilco Investment Advisors does not have custody of client assets.
What the accounts hold
- Other100%
- Asset-based loans100%
What services does Hilco Investment Advisors offer?
Hilco Investment Advisors provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Hilco Investment Advisors have?
Hilco Investment Advisors has 0 investment adviser representatives registered with state securities authorities, out of 160 employees, and 44 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hilco Investment Advisors invest in?
At the end of its last fiscal year, Hilco Investment Advisors’ separately managed accounts held 100% other. The 100% other category is described as: Asset-Based Loans.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hilco Investment Advisors?
Hilco Investment Advisors is owned through a chain of holding companies by Orix Corporation. Its direct owner is Hilco Trading, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Hilco Investment Advisors get paid?
Hilco Investment Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hilco Investment Advisors?
Hilco Investment Advisors’ main office is at 5 Revere Drive, Suite 206, Northbrook, IL 60062-1568. Its phone number is 847-509-1100.