{
  "crd_number": 147662,
  "slug": "chicago-partners-investment-group-llc-chicago-il-147662",
  "primary_business_name": "CHICAGO PARTNERS INVESTMENT GROUP LLC",
  "legal_name": "CHICAGO PARTNERS INVESTMENT GROUP LLC",
  "dbas": [
    "3D PARTNERS WEALTH ADVISORS",
    "CHICAGO PARTNERS",
    "CHICAGO PARTNERS HAWAII",
    "CHICAGO PARTNERS WEALTH ADVISORS",
    "HAWAII PARTNERS 3D WEALTH ADVISORS",
    "MIAMI PARTNERS WEALTH ADVISORS",
    "NAPLES PARTNERS WEALTH ADVISORS",
    "WATERSOUND WEALTH ADVISORS"
  ],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-08-14",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 7469533024.0,
  "raum_discretionary": 6050321749.0,
  "raum_non_discretionary": 1419211275.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 73,
  "advisory_employees": 38,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 200503553.0,
      "count": 20
    },
    "individuals": {
      "raum": 1228073786.0,
      "count": 992
    },
    "insurance_companies": {
      "raum": 8537680.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 8600033.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 5818057990.0,
      "count": 1749
    },
    "pooled_investment_vehicles": {
      "raum": 46210874.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 159549108.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://3dwealthadvisors.com",
    "https://chicagopartnersllc.com",
    "https://facebook.com/CHICAGOPARTNERS",
    "https://linkedin.com/COMPANY/CHICAGOPARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147662",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/chicago-partners-investment-group-llc-chicago-il-147662",
  "display_name": "Chicago Partners Investment Group LLC",
  "summary": "Chicago Partners Investment Group LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Chicago Partners Investment Group LLC (CRD 147662): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Chicago Partners Investment Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chicago Partners Investment Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Chicago Partners Investment Group LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Chicago Partners Investment Group LLC located?",
      "a": "Chicago Partners Investment Group LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Chicago Partners Investment Group LLC registered with the SEC or a state?",
      "a": "Chicago Partners Investment Group LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147662."
    },
    {
      "q": "How much does Chicago Partners Investment Group LLC manage?",
      "a": "Chicago Partners Investment Group LLC reports $7,469,533,024 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (81% discretionary)."
    },
    {
      "q": "How have Chicago Partners Investment Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chicago Partners Investment Group LLC: Regulatory assets under management: $2,962,603,590 in the October 2021 data and $7,469,533,024 in the October 2026 data, up 152%. Total employees: 31 in October 2021 and 73 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chicago Partners Investment Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,749); individuals (other than high net worth individuals) (992); charitable organizations (20)."
    },
    {
      "q": "Which custodians does Chicago Partners Investment Group LLC use?",
      "a": "Chicago Partners Investment Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chicago Partners Investment Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147662"
    },
    {
      "q": "Does Chicago Partners Investment Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"Minimum Account Size: For new clients, the minimum account size is $1 million. CP, in its sole discretion, will waive the account size minimum if circumstances warrant it.\""
    },
    {
      "q": "What changed in Chicago Partners Investment Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 46 to 38. Regulatory assets under management went from $5,958,850,183 to $7,469,533,024 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2962603590.0,
      "total_employees": 31,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3726501657.0,
      "total_employees": 36,
      "filing_date": "2022-04-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3646816820.0,
      "total_employees": 45,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4592823456.0,
      "total_employees": 45,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5958850183.0,
      "total_employees": 50,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7469533024.0,
      "total_employees": 73,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 46 to 38.",
        "Regulatory assets under management went from $5,958,850,183 to $7,469,533,024 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "CP’s annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under CP’s management, generally between 0.3% and 1.25%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Minimum Account Size: For new clients, the minimum account size is $1 million. CP, in its sole discretion, will waive the account size minimum if circumstances warrant it."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Minimum Fee. CP generally (subject to exceptions) imposes a $5,000 annual minimum fee for investment management services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 5000.0,
      "planning": []
    },
    "quotes": [
      "CP’s annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under CP’s management, generally between 0.3% and 1.25%.",
      "Minimum Account Size: For new clients, the minimum account size is $1 million. CP, in its sole discretion, will waive the account size minimum if circumstances warrant it.",
      "Minimum Fee. CP generally (subject to exceptions) imposes a $5,000 annual minimum fee for investment management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/chicago-partners-investment-group-llc-chicago-il-147662.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 992,
      "fewer_than_5": false,
      "raum": 1228073786.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1749,
      "fewer_than_5": false,
      "raum": 5818057990.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 46210874.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8600033.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 200503553.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 8537680.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 159549108.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147662",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}