Chicago Partners Investment is a fund manager in Chicago with $3.65 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 ?
$3.65 bn
(as of 5 Apr 23)
Accounts
5,599
(as of 5 Apr 23)
Employees
45
(27 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
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
3122846363
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hagedorn, James, Gerard | Managing Member | 08/2008 | > 75% |
Hagedorn, James, Gerard | Chief Compliance Officer | 08/2008 | > 75% |
Halpin, Anthony, Joseph | Founding Partner | 01/2012 | < 5% |
Guido, Nicholas, a | Partner | 09/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Chicago Partners Investment Group LLC | $3.65 bn | |
Diversified Equity Fund LLC | $25.86 mm | Other Private Fund |
Diversified Income Fund LLC | $19.42 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
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