Overview
Assets Under Management: $6.0 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 1,331
Average Client Assets: $3 million
Frequently Asked Questions
CHICAGO PARTNERS INVESTMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147662), CHICAGO PARTNERS INVESTMENT GROUP LLC is subject to fiduciary duty under federal law.
CHICAGO PARTNERS INVESTMENT GROUP LLC is headquartered in CHICAGO, IL.
CHICAGO PARTNERS INVESTMENT GROUP LLC serves 1,331 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CHICAGO PARTNERS INVESTMENT GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CHICAGO PARTNERS INVESTMENT GROUP LLC manages $6.0 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CHICAGO PARTNERS INVESTMENT GROUP LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,713
Discretionary Accounts: 6,058
Non-Discretionary Accounts: 1,655
Regulatory Filings
CRD Number: 147662
Filing ID: 1973135
Last Filing Date: 2025-03-31 09:46:00
Website: https://chicagopartnersllc.com