CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD #147662 SEC #801-69500 CHICAGO, IL 312 284 6363
SEC Registered Private Funds
Total AUM
$6B
Discretionary
$5.1B
Employees
50
Clients
--
Accounts
7,713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6B | $5.1B | $821M | 50 | 7 |
| Mar 2025 | $6B | $5.1B | $821M | 50 | 7 |
| Nov 2024 | $4.6B | $4.2B | $409.8M | 45 | 0 |
| Nov 2024 | $4.6B | $4.2B | $409.8M | 45 | 0 |
| Sep 2024 | $4.6B | $4.2B | $409.8M | 45 | 0 |
| May 2024 | $4.6B | $4.2B | $409.8M | 45 | 0 |
| Mar 2024 | $4.6B | $4.2B | $409.8M | 45 | 0 |
| Dec 2023 | $3.6B | $3.1B | $584.8M | 45 | 0 |
| Sep 2023 | $3.6B | $3.1B | $584.8M | 45 | 0 |
| Apr 2023 | $3.6B | $3.1B | $584.8M | 45 | 0 |
| Mar 2023 | $3.6B | $3.1B | $584.8M | 45 | 0 |
| Nov 2022 | $3.7B | $3.2B | $507.4M | 36 | 3 |
| Apr 2022 | $3.7B | $3.2B | $507.4M | 36 | 3 |
| Mar 2022 | $3.7B | $3.2B | $507.4M | 36 | 3 |
| Jan 2022 | $3B | $2.1B | $813.2M | 31 | 0 |
| Jan 2022 | $3B | $2.1B | $813.2M | 31 | 0 |
| Nov 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Nov 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Sep 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Sep 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Jun 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| May 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Mar 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Mar 2021 | $3B | $2.1B | $813.2M | 31 | 0 |
| Oct 2020 | $2.5B | $1.6B | $929.3M | 23 | 1 |
| Aug 2020 | $2.5B | $1.6B | $929.3M | 23 | 1 |
| May 2020 | $2.5B | $1.6B | $929.3M | 23 | 1 |
| Mar 2020 | $2.5B | $1.6B | $929.3M | 23 | 1 |
| Jan 2020 | $1.7B | $1.1B | $515.3M | 21 | 0 |
| Oct 2019 | $1.7B | $1.1B | $515.3M | 21 | 0 |
| Mar 2019 | $1.7B | $1.1B | $515.3M | 21 | 0 |
| Nov 2018 | $1.6B | $1.3B | $365.6M | 18 | 0 |
| Nov 2018 | $1.6B | $1.3B | $365.6M | 18 | 0 |
| Jul 2018 | $1.6B | $1.3B | $365.6M | 18 | 0 |
| Jul 2018 | $1.6B | $1.3B | $365.6M | 18 | 0 |
| Apr 2018 | $1.6B | $1.3B | $365.6M | 17 | 0 |
| Apr 2018 | $1.6B | $1.3B | $365.6M | 17 | 0 |
| Sep 2017 | $1.2B | $841.4M | $371.3M | 15 | 400 |
| Jun 2017 | $1.2B | $841.4M | $371.3M | 15 | 400 |
| Jun 2017 | $1.2B | $841.4M | $371.3M | 15 | 400 |
| Jun 2017 | $1.2B | $841.4M | $371.3M | 15 | 400 |
| Mar 2017 | $1.2B | $841.4M | $371.3M | 14 | 400 |
| May 2016 | $1.1B | $722.7M | $347.8M | 11 | 300 |
| Apr 2016 | $1.1B | $722.7M | $347.8M | 11 | 300 |
| Mar 2016 | $1.1B | $722.7M | $347.8M | 11 | 300 |
| Jul 2015 | $1.1B | $722.7M | $347.8M | 8 | 220 |
| Mar 2015 | $1.1B | $722.7M | $347.8M | 8 | 220 |
| Nov 2014 | $876.7M | $416.4M | $460.4M | 8 | 220 |
| Oct 2014 | $876.7M | $416.4M | $460.4M | 8 | 220 |
| May 2014 | $876.7M | $416.4M | $460.4M | 8 | 220 |
| May 2014 | $876.7M | $416.4M | $460.4M | 8 | 220 |
| Apr 2014 | $876.7M | $416.4M | $460.4M | 8 | 220 |
| Mar 2014 | $850.7M | $383.1M | $467.6M | 8 | 229 |
| Nov 2013 | $850.7M | $383.1M | $467.6M | 8 | 229 |
| Apr 2013 | $560.3M | $89M | $471.4M | 6 | 115 |
| Mar 2013 | $560.3M | $89M | $471.4M | 6 | 115 |
| Mar 2012 | $499.6M | $50.8M | $448.8M | 1 | 115 |
| Jan 2011 | $484.7M | $620K | $484.1M | 5 | -- |
| Jul 2010 | $484.7M | $620K | $484.1M | 5 | -- |
| Jul 2010 | $484.7M | $620K | $484.1M | 5 | -- |
| Jul 2010 | $484.7M | $620K | $484.1M | 5 | -- |
| Jul 2010 | $484.7M | $620K | $484.1M | 5 | -- |
| Mar 2009 | $329.1M | $0 | $329.1M | 5 | -- |
DateMar 2025
Total AUM$6B
Discretionary$5.1B
Non-Disc.$821M
Employees50
Clients7
DateMar 2025
Total AUM$6B
Discretionary$5.1B
Non-Disc.$821M
Employees50
Clients7
DateNov 2024
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$409.8M
Employees45
Clients0
DateNov 2024
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$409.8M
Employees45
Clients0
DateSep 2024
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$409.8M
Employees45
Clients0
DateMay 2024
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$409.8M
Employees45
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$409.8M
Employees45
Clients0
DateDec 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$584.8M
Employees45
Clients0
DateSep 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$584.8M
Employees45
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$584.8M
Employees45
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$584.8M
Employees45
Clients0
DateNov 2022
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$507.4M
Employees36
Clients3
DateApr 2022
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$507.4M
Employees36
Clients3
DateMar 2022
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$507.4M
Employees36
Clients3
DateJan 2022
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateJan 2022
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateNov 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateNov 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateSep 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateSep 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateJun 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateMay 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateMar 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateMar 2021
Total AUM$3B
Discretionary$2.1B
Non-Disc.$813.2M
Employees31
Clients0
DateOct 2020
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$929.3M
Employees23
Clients1
DateAug 2020
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$929.3M
Employees23
Clients1
DateMay 2020
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$929.3M
Employees23
Clients1
DateMar 2020
Total AUM$2.5B
Discretionary$1.6B
Non-Disc.$929.3M
Employees23
Clients1
DateJan 2020
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$515.3M
Employees21
Clients0
DateOct 2019
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$515.3M
Employees21
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$515.3M
Employees21
Clients0
DateNov 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees18
Clients0
DateNov 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees18
Clients0
DateJul 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees18
Clients0
DateJul 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees18
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees17
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$365.6M
Employees17
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$841.4M
Non-Disc.$371.3M
Employees15
Clients400
DateJun 2017
Total AUM$1.2B
Discretionary$841.4M
Non-Disc.$371.3M
Employees15
Clients400
DateJun 2017
Total AUM$1.2B
Discretionary$841.4M
Non-Disc.$371.3M
Employees15
Clients400
DateJun 2017
Total AUM$1.2B
Discretionary$841.4M
Non-Disc.$371.3M
Employees15
Clients400
DateMar 2017
Total AUM$1.2B
Discretionary$841.4M
Non-Disc.$371.3M
Employees14
Clients400
DateMay 2016
Total AUM$1.1B
Discretionary$722.7M
Non-Disc.$347.8M
Employees11
Clients300
DateApr 2016
Total AUM$1.1B
Discretionary$722.7M
Non-Disc.$347.8M
Employees11
Clients300
DateMar 2016
Total AUM$1.1B
Discretionary$722.7M
Non-Disc.$347.8M
Employees11
Clients300
DateJul 2015
Total AUM$1.1B
Discretionary$722.7M
Non-Disc.$347.8M
Employees8
Clients220
DateMar 2015
Total AUM$1.1B
Discretionary$722.7M
Non-Disc.$347.8M
Employees8
Clients220
DateNov 2014
Total AUM$876.7M
Discretionary$416.4M
Non-Disc.$460.4M
Employees8
Clients220
DateOct 2014
Total AUM$876.7M
Discretionary$416.4M
Non-Disc.$460.4M
Employees8
Clients220
DateMay 2014
Total AUM$876.7M
Discretionary$416.4M
Non-Disc.$460.4M
Employees8
Clients220
DateMay 2014
Total AUM$876.7M
Discretionary$416.4M
Non-Disc.$460.4M
Employees8
Clients220
DateApr 2014
Total AUM$876.7M
Discretionary$416.4M
Non-Disc.$460.4M
Employees8
Clients220
DateMar 2014
Total AUM$850.7M
Discretionary$383.1M
Non-Disc.$467.6M
Employees8
Clients229
DateNov 2013
Total AUM$850.7M
Discretionary$383.1M
Non-Disc.$467.6M
Employees8
Clients229
DateApr 2013
Total AUM$560.3M
Discretionary$89M
Non-Disc.$471.4M
Employees6
Clients115
DateMar 2013
Total AUM$560.3M
Discretionary$89M
Non-Disc.$471.4M
Employees6
Clients115
DateMar 2012
Total AUM$499.6M
Discretionary$50.8M
Non-Disc.$448.8M
Employees1
Clients115
DateJan 2011
Total AUM$484.7M
Discretionary$620K
Non-Disc.$484.1M
Employees5
Clients--
DateJul 2010
Total AUM$484.7M
Discretionary$620K
Non-Disc.$484.1M
Employees5
Clients--
DateJul 2010
Total AUM$484.7M
Discretionary$620K
Non-Disc.$484.1M
Employees5
Clients--
DateJul 2010
Total AUM$484.7M
Discretionary$620K
Non-Disc.$484.1M
Employees5
Clients--
DateJul 2010
Total AUM$484.7M
Discretionary$620K
Non-Disc.$484.1M
Employees5
Clients--
DateMar 2009
Total AUM$329.1M
Discretionary$0
Non-Disc.$329.1M
Employees5
Clients--