Chicago Partners Investment Group LLC
● SEC registered since 2008CRD 147662SEC# 801-69500Chicago, IL
Ranks #1,022 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.47B
Fund GAV
$113.1M
Private funds
3
Employees
73
Accounts
9,147
Location
Chicago, IL
Chicago Partners Investment Group LLC assets under management
Chicago Partners Investment Group LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2008. It reports $7.5 billion in regulatory assets under management and employs 73 people. Chicago Partners Investment Group LLC manages 3 private funds with combined gross assets of $113.1 million, including Diversified Equity Fund LLC. By regulatory assets, it ranks 1,022 of 6,004 private fund managers.
Chicago Partners Investment Group LLC private funds
3 funds · $113.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Diversified Equity Fund LLC | Other Private | $49.4M | $250K |
| Chicago Partners Diversified Tax Aware Fund | Hedge | $32.1M | $250K |
| Diversified Income Fund LLC | Other Private | $31.6M | $250K |
Chicago Partners Investment Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Halpin | Founding Partner And Chief Financial Officer | Under 5% | 2012 |
| James Gerard Hagedorn Control | Chief Compliance Officer | Over 75% | 2008 |
| James Gerard Hagedorn Control | Managing Member | Over 75% | 2008 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Chicago Partners Investment Group LLC manage?
Chicago Partners Investment Group LLC reports $7.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Chicago Partners Investment Group LLC manage?
Chicago Partners Investment Group LLC manages 3 private funds with combined gross assets of $113.1 million.
How many employees does Chicago Partners Investment Group LLC have?
Chicago Partners Investment Group LLC reports 73 employees.
Where is Chicago Partners Investment Group LLC located?
Chicago Partners Investment Group LLC is based in Chicago, IL and has been SEC-registered since 2008.
Does Chicago Partners Investment Group LLC disclose fund performance?
Chicago Partners Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$7.47B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$7.47Bregulatory AUM
Discretionary $6.05BNon-discretionary $1.42B
Fund type mix
Other Private2
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator