Firm profile

CHICAGO ATLANTIC BDC ADVISERS, LLC

NEW YORK, NYCRD 312723Latest ADV March 30, 2026

Chicago Atlantic Bdc Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $342M in regulatory assets under management, 0 employees, 2 offices, and 1 account.

Assets Under Management
$342M
Employees
Offices
2 offices
Total Clients
<5
Primary office
NEW YORK, NY
600 MADISON AVE., SUITE 1800, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOPeter S. Sack
CCOAndrew T. Lovitt
CFOThomas N. Geoffroy

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentBDCs represent 100.0% of total clients.
Top client categories% of clientsClients
1
BDCs
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$342Mas of March 30, 2026
Discretionary100.0%
$342M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$342M
Total Accounts1
10Y AUM Change+$342M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees
Clients per Employee
10Y Employee Change-6 (-100.0%)

* 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.