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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.