Dearborn Partners L.L.C.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 108147
- Registered since
- April 24, 1997
- Website
- www.dearbornpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI37.01%
- Other Investment Advisers21.35%
- Investment Companies20.8%
- Pension & Profit Sharing Plans18.44%
- Individuals1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Dearborn Partners L.L.C. is an institutional registered investment adviser organized as an LLC and operating since at least 1997. The firm serves both individual/family and institutional clients on a fee‑based, percentage‑of‑assets model and acts as a capital allocator that also selects third‑party managers. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, investment companies and institutions. The firm identifies as an active ESG investor and has been recognized by the Financial Times as one of its Top 300 RIA firms (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Donald Mckinnon
Chief Compliance OfficerCRD 2759892
Contacts
3 of 12
Edward Trapp
Associate Wealth AdvisorCRD 7571413
James Lathrop
DirectorCRD 1410050
Michael Andelman
Managing DirectorCRD 4599946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$92.5M in ETFs
75%
$69.8M
4%
$22.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $8.6M | 98,271 | 9.33% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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