Chicago Atlantic Advisers, LLC

RIASEC RegisteredEst. 2021
Total AUM
$970M
Discretionary
$970M
100% of AUM
Avg account
$108M
Accounts
9
Employees
93
Advisory reps
7

Firm details

Headquarters
Chicago, Illinois
CRD number
311619
Registered since
November 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chicago Atlantic Advisers, LLC is an SEC-registered investment adviser organized as an LLC that primarily serves institutional clients. The firm is classified as a private equity fund manager and other fund provider, and it focuses its advisory work on pooled investment vehicles — acting as sponsor, general partner, or managing member for funds it manages. Chicago Atlantic reports being an active ESG investor. It is not a capital allocator; rather, it appears to originate and manage private pooled funds directly. The firm uses a mix of percentage-of-AUM and performance-based fee arrangements with its clients and has been registered with the SEC since 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Peter Sack

    Chief Executive OfficerCRD 8245132

  • Thomas Geoffroy

    Thomas Geoffroy

    Chief Financial OfficerCRD 6309701

Contacts

3 of 5
  • Anthony Cappell

    Anthony Cappell

    PartnerCRD 7309105

  • John Mazarakis

    John Mazarakis

    Executive ChairmanCRD 7290861

  • David Kite

    CRD 6137633

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
420 N Wabash Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth