Chicago Partners Investment is a fund manager in Chicago with $3.73 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
262835793
SEC advisor number
801-69500
FINRA CRD number
147662
AUM ?
$4.59 bn
(as of 21 Mar 24)
Accounts
6,933
(as of 21 Mar 24)
Employees
45
(33 investment advisory or research)
Address
Chicago Partners Investment
1 NORTH WACKER DRIVE
SUITE 4075
CHICAGO
IL 60606
1 NORTH WACKER DRIVE
SUITE 4075
CHICAGO
IL 60606
Phone
3122846363
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Chicago Partners Investment Group LLC | $3.73 bn | |
Diversified Equity Fund LLC | $24.57 mm | Other Private Fund |
Diversified Income Fund LLC | $16.27 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21