Chicago Partners Investment Group LLC

RIASEC RegisteredEst. 2008

Total AUM

$7.5B

Discretionary

$6.1B

81% of AUM

Avg account

$817K

Accounts

9,147

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 147662
Registered since: August 14, 2008
Website: www.chicagopartnersllc.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.89%
Individuals16.44%
Charitable Organizations2.68%
Corporations / Businesses2.14%
Pooled Investment Vehicles0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chicago Partners Investment Group LLC is an independent, SEC-registered RIA organized as an LLC and active since 2008. The firm serves both high-net-worth individuals and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory capabilities include financial planning, discretionary portfolio management for individuals, businesses and pooled investment vehicles, and the selection of third‑party advisers. The firm functions as a capital allocator and is involved as sponsor/GP and managing member for pooled vehicles. Chicago Partners describes itself as an active ESG investor. It has received industry recognition, appearing in Financial Times’ Top 300 RIA Firms and FA Magazine’s Top RIA Firms lists in 2020.