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CHICAGO PARTNERS INVESTMENT GROUP LLC

CRD 147662 · SEC 801-69500

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1 NORTH WACKER DRIVE, SUITE 4075, CHICAGO, IL, 60606, United States

Phone

312 284 6363

Fax

312 275 7885

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.47B

Discretionary AUM

$6.05B

Team

73 total employees; 38 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers401K PLAN OPTION REVIEW & MONITORING

Client types

TypeClientsAUM
Individuals992$1.23B
High net worth individuals1749$5.82B
Pooled investment vehicles3$46.2M
Charitable organizations20$200.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD