# Chicago Partners Investment Group LLC

> 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.

- CRD: 147662
- Filed as: CHICAGO PARTNERS INVESTMENT GROUP LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147662
- AdvisorCensus page: https://advisorcensus.com/firm/chicago-partners-investment-group-llc-chicago-il-147662

## Quick answers

**How is Chicago Partners Investment Group LLC compensated?**
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).

**How much does Chicago Partners Investment Group LLC charge?**
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.

**Where is Chicago Partners Investment Group LLC located?**
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).

**Is Chicago Partners Investment Group LLC registered with the SEC or a state?**
Chicago Partners Investment Group LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147662.

**How much does Chicago Partners Investment Group LLC manage?**
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).

**How have Chicago Partners Investment Group LLC's assets and staff changed since 2021?**
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.

**What types of clients does Chicago Partners Investment Group LLC serve?**
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).

**Which custodians does Chicago Partners Investment Group LLC use?**
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.

**Does Chicago Partners Investment Group LLC report any disciplinary disclosures?**
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

**Does Chicago Partners Investment Group LLC state an account minimum?**
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."

**What changed in Chicago Partners Investment Group LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 0.3% to 1.25% a year (a range, as the brochure states it)

> 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%.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 annual fee: $5,000

> Minimum Fee. CP generally (subject to exceptions) imposes a $5,000 annual minimum fee for investment management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,469,533,024
- Discretionary: $6,050,321,749
- Non-discretionary: $1,419,211,275

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 992 | $1,228,073,786 |
| High net worth individuals | 1,749 | $5,818,057,990 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $46,210,874 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,600,033 |
| Charitable organizations | 20 | $200,503,553 |
| Insurance companies | Fewer than 5 | $8,537,680 |
| Corporations or other businesses not listed above | Fewer than 5 | $159,549,108 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 73 total, 38 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Honolulu, HI
- Miami, FL
- Naples, FL
- Prescott, AZ
- Rochester, NY
- Santa Rosa Beach, FL

### Websites listed on Form ADV (Item 1.I)
- 3dwealthadvisors.com
- chicagopartnersllc.com
- Facebook @CHICAGOPARTNERS
- LinkedIn @CHICAGOPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,962,603,590 | 31 | September 30, 2021 |
| October 2022 | $3,726,501,657 | 36 | April 8, 2022 |
| October 2023 | $3,646,816,820 | 45 | September 13, 2023 |
| October 2024 | $4,592,823,456 | 45 | September 30, 2024 |
| October 2025 | $5,958,850,183 | 50 | March 31, 2025 |
| October 2026 | $7,469,533,024 | 73 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chicago Partners Investment Group LLC (CRD 147662): Form ADV filing data as of October 2026.