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CHICAGO PARTNERS INVESTMENT GROUP LLC

CHICAGO, IL · CRD 147662 · IAPD ↗ · 312 284 6363

$7.47BRegulatory AUM
38Advisory reps
73Employees
0Clients
More than 500Planning clients
3Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CHICAGO PARTNERS INVESTMENT GROUP LLC shrank from 46 to 38 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2026 — CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 25% ($5.96B -> $7.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 30% ($4.59B -> $5.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2025 — CHICAGO PARTNERS INVESTMENT GROUP LLC grew from 33 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — CHICAGO PARTNERS INVESTMENT GROUP LLC added office(s): 10 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — CHICAGO PARTNERS INVESTMENT GROUP LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CHICAGO PARTNERS INVESTMENT GROUP LLC notice-filed in AK, AR, DE, ID, KS, MS, ND, OK, PR, RI, VI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 26% ($3.65B -> $4.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — CHICAGO PARTNERS INVESTMENT GROUP LLC grew from 27 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.