Chicago Pacific Founders

RIASEC RegisteredEst. 2014
Total AUM
$7.1B
Discretionary
$7.1B
100% of AUM
Avg account
$214M
Accounts
33
Employees
46
Advisory reps
6

Firm details

Headquarters
Chicago, Illinois
CRD number
172960
Registered since
October 1, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chicago Pacific Founders is organized as a limited partnership and functions primarily as a private equity fund manager serving institutional clients. The firm registered with the SEC in 2014 and is owned by a combination of domestic entities and individuals. Its advisory work centers on portfolio management for pooled investment vehicles, and the firm also serves as sponsor, general partner and managing member of those vehicles. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee elements. The firm identifies itself as an active ESG investor.

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

3 of 3
  • Michael Wilson

    Michael Wilson

    Chief Financial Officer & Chief Compliance OfficerCRD 5941954

  • Matthew Doyle

    Matthew Doyle

    Partner and COOCRD 2364096

  • Matthew Norris

    Chief Financial Officer & Chief Compliance OfficerCRD 6100861

Contacts

3 of 3
  • Mary Tolan

    Mary Tolan

    Co-Founder and Managing PartnerCRD 6393131

  • Lawrence Leisure

    Lawrence Leisure

    Co-Founder and Co-Managing PartnerCRD 306217

  • Vance Vanier

    Vance Vanier

    Co-Founder and Co-Managing PartnerCRD 6393134

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
980 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth