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 limited liability company that provides portfolio management for pooled investment vehicles. The firm identifies its business as a private equity fund and other fund provider and serves an institutional client base. It uses a combination of percentage-of-AUM and performance-based fee schedules and reports itself as an active ESG investor. Chicago Atlantic is not positioned as a capital allocator; it operates as an adviser and sponsor/manager of pooled vehicles and maintains affiliations that include broker‑dealer activity and roles as sponsor, general partner, or managing member of funds.

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

    Chief Financial OfficerCRD 6309701

Contacts

3 of 5
  • Anthony Cappell

    PartnerCRD 7309105

  • 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