CHICAGO EQUITY ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
315164
Registered since
June 30, 2021

Firm profile

FINTRX

Overview

Chicago Equity Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm is owned by an individual and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its public reporting indicates the firm’s advisory activity centers on a private fund rather than on retail advisory accounts, suggesting a boutique operator focused on managing pooled capital through alternative vehicles rather than broad-based financial-planning or mass-advised relationships. The regulatory profile and reported fund activity point to a small, concentrated manager model: limited external client-facing account work and primary emphasis on private fund management. No public fee schedule, client demographic detail, or retail account mix is reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Landwer

    Chief Investment OfficerCRD 7404419

Contacts

3 of 3
  • John Pappas

    MemberCRD 7404429

  • ANTHONY GRAFFIA

    Founding MemberCRD 1204136

  • Gary Grom

    MemberCRD 7404423

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
100 2nd Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth