| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Diversified Equity Fund LLC | Other Private | $45M | $250K |
| Diversified Income Fund LLC | Other Private | $30M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Halpin | Founding Partner And Chief Financial Officer | Under 5% | 2012 |
| James Gerard Hagedorn Control | Managing Member | Over 75% | 2008 |
| James Gerard Hagedorn Control | Chief Compliance Officer | Over 75% | 2008 |
Chicago Partners Investment Group LLC reports $6 billion in regulatory assets under management on its Form ADV.
Chicago Partners Investment Group LLC manages 2 private funds with combined gross assets of $75 million.
Chicago Partners Investment Group LLC reports 50 employees.
Chicago Partners Investment Group LLC is based in Chicago, IL and has been SEC-registered since 2008.
Chicago Partners Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 North Wacker Drive, Suite 4075, Chicago, IL 60606 |
| Phone | 312 284 6363 |
| Fax | 312 275 7885 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1563525 |
| Discloses disciplinary history | No |
| Discretionary | $5.14B |
| Non-discretionary | $821M |
| Total (RAUM) | $5.96B |