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CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD 147662File 801-69500
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.47B
Top 10% of cohort (national)
Discretionary AUM
$6.05B
Non-discretionary $1.42B
Clients
2,764
9,147 accounts
Employees
73
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 14, 2008
- Principal office
- 1 NORTH WACKER DRIVE, SUITE 4075, CHICAGO, IL, 60606
- Phone
- 312 284 6363
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.47B
- Discretionary AUM
- $6.05B
- Non-discretionary AUM
- $1.42B
- Discretionary accounts
- 7,409
- Non-discretionary accounts
- 1,738
- Total accounts
- 9,147
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $159.5M |
| Insurance companies | Fewer than 5 | $8.5M |
| Charitable organizations | 20 | $200.5M |
| High net worth individuals | 1,749 | $5.82B |
| Pooled investment vehicles | 3 | $46.2M |
| Pension and profit sharing plans | Fewer than 5 | $8.6M |
| Individuals (other than high net worth individuals) | 992 | $1.23B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 73 | increased by23 |
| Apr 1, 2026 | Clients | 2,384 | 2,764 | increased by380 |
| Apr 1, 2026 | AUM | $5,958,850,183 | $7,469,533,024 | increased by$1,510,682,841 |
| Apr 1, 2026 | Accounts | 7,713 | 9,147 | increased by1,434 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 50 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,526 | 2,384 | increased by858 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,726,501,657 | $5,958,850,183 | increased by$2,232,348,526 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,533 | 7,713 | increased by6,180 |
| Apr 1, 2022 | Employees | 31 | 36 | increased by5 |
| Apr 1, 2022 | Clients | 1,284 | 1,526 | increased by242 |
| Apr 1, 2022 | AUM | $2,962,603,590 | $3,726,501,657 | increased by$763,898,067 |
| Apr 1, 2022 | Accounts | 4,227 | 1,533 | decreased by2,694 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHICAGO PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHICAGO PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.