CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Overview

Chicago Capital Management Advisors, LLC is an insurance broker-dealer and registered investment adviser that focuses on financial planning and portfolio management for individuals, families and smaller institutions. The firm is set up to act as a capital allocator and offers both portfolio construction and selection of third-party advisers. Fee arrangements include a percentage of assets under management and hourly billing, and the adviser reports active ESG investing as part of its decision framework. Strategically the firm favors listed equities, using exchange-traded vehicles as its primary implementation sleeve while supplementing portfolios with mutual funds and annuities when appropriate. It provides ongoing discretionary management across its client base and also performs adviser selection for clients who need access to external managers or niche strategies.

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Public Holdings

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Location & Offices