Chicago Partners Investment Group LLC

RIASEC Registered

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, owner-operated advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services across retail and pooled vehicles, and it also selects and oversees third-party advisers. Compensation is primarily fee-based, using both a percentage-of-AUM schedule and fixed fees. Chicago Partners is registered with the SEC (registered in 2008). Chicago Partners reports an active engagement with environmental, social and governance factors and maintains operating roles beyond advisory work — including positions as a sponsor/GP and managing member of pooled investment vehicles and relationships with insurance companies. The firm received recognition in 2020 from Financial Times (Top 300 RIA Firms) and from FA Magazine (Top RIA Firms).