CHICAGO PACIFIC FOUNDERS

RIASEC RegisteredEst. 2014
Total AUM
$6.8B
Discretionary
$6.8B
100% of AUM
Avg account
$205M
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 a limited partnership that operates as a private equity fund manager serving institutional investors. Registered as an adviser in 2014, the firm acts both as sponsor and general partner for pooled investment vehicles and provides portfolio management for those funds. Its business model blends fund sponsor activity with allocations to external alternative managers, and its fee setup includes asset-based fees plus performance-based compensation. The firm’s investment focus is tilted toward private markets: private equity is the dominant strategy, with material allocations to venture capital and real estate exposures, including REITs. Chicago Pacific Founders is not identified as an active ESG investor and is structured to serve a concentrated institutional client base rather than mass retail accounts.

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

    Chief Financial Officer & Chief Compliance OfficerCRD 5941954

  • MATTHEW DOYLE

    Partner and COOCRD 2364096

  • MATTHEW NORRIS

    Chief Financial Officer & Chief Compliance OfficerCRD 6100861

Contacts

3 of 3
  • MARY TOLAN

    Co-Founder and Managing PartnerCRD 6393131

  • LAWRENCE LEISURE

    Co-Founder and Co-Managing PartnerCRD 306217

  • 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