CHICAGO PARTNERS INVESTMENT GROUP LLC

RIASEC RegisteredEst. 2008

Total AUM

$7.5B

Discretionary

$6.1B

81% of AUM

Avg account

$817K

Accounts

9,147

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 147662
Registered since: August 14, 2008
Website: www.chicagopartnersllc.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.89%
Individuals16.44%
Charitable Organizations2.68%
Corporations / Businesses2.14%
Pooled Investment Vehicles0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chicago Partners Investment Group LLC is an independent, SEC-registered RIA formed in 2008 that serves both high-net-worth individuals/families and institutions. The firm operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, businesses, and pooled vehicles, and manager selection. Its fee model combines percentage-of-AUM and fixed fees. The firm reports being an active ESG investor and also performs sponsor, general partner, and managing-member roles for pooled investment vehicles. Chicago Partners is structured as an LLC with individual ownership and describes itself as focused on both discretionary and non-discretionary mandates. The firm’s advisory scope includes selecting third-party managers, which aligns with its allocation activity across public and private strategies. The firm earned industry recognition in 2020, appearing on the Financial Times’ Top 300 RIA Firms list and in Financial Advisor Magazine’s Top RIA Firms list that year.