Chicago Partners Investment Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 18, 2026, reports $7.5B in regulatory assets under management, 73 employees, 19 offices, and 9,147 accounts.
Assets Under Management
$7.5B
Employees
73
Offices
19 offices
Total Clients
2,764
Primary office
CHICAGO, IL
1 NORTH WACKER DRIVE, SUITE 4075, CHICAGO, IL, United States
Top client segmentHNWI represent 63.3% of total clients.
Top client categories% of clientsClients
1
HNWI
63.3%
1,749
2
Individuals
35.9%
992
3
Charitable
0.7%
20
4
Pooled Investment Vehicles
0.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.5Bas of March 18, 2026
Discretionary81.0%
$6.1B
81% of total RAUM81.0%
Non-discretionary19.0%
$1.4B
19% of total RAUM19.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.5B
Total Accounts9,147
10Y AUM Change+$6.3B (+516.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees73
Clients per Employee38:1
10Y Employee Change+59 (+421.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.