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CHICAGO PACIFIC FOUNDERS
Legal name: CHICAGO PACIFIC CAPITAL, L.P.
CRD 172960File 801-80330
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.07B
Top 25% of cohort (national)
Discretionary AUM
$7.07B
Clients
33
33 accounts
Employees
46
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 1, 2014
- Principal office
- 980 N. MICHIGAN AVE., SUITE 1900, CHICAGO, IL, 60611
- Phone
- 312-273-4750
- Website
- https://www.cpfounders.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.07B
- Discretionary AUM
- $7.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $214.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 33 | $7.07B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D - MISCELLANEOUS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Aug 1, 2026 | AUM | $6,777,121,808 | $7,067,462,833 | increased by$290,341,025 |
| Apr 1, 2026 | Employees | 29 | 46 | increased by17 |
| Apr 1, 2026 | Clients | 20 | 33 | increased by13 |
| Apr 1, 2026 | AUM | $4,685,626,907 | $6,777,121,808 | increased by$2,091,494,901 |
| Apr 1, 2026 | Accounts | 21 | 33 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 20 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,706,342,518 | $4,685,626,907 | increased by$1,979,284,389 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 21 | increased by8 |
| Apr 1, 2022 | Employees | 23 | 29 | increased by6 |
| Apr 1, 2022 | Clients | 12 | 13 | increased by1 |
| Apr 1, 2022 | AUM | $1,824,687,515 | $2,706,342,518 | increased by$881,655,003 |
| Apr 1, 2022 | Accounts | 12 | 13 | increased by1 |
| 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 PACIFIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHICAGO PACIFIC” 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.