CHICAGO PARTNERS INVESTMENT GROUP LLC

CRD

147662

SEC file #

801-69500

EIN

262835793

DBA names

—

Economics

AUM

$7.47B

AUM band

$1B+

AUM trajectory

'20 · $1.65B

'21 · $2.51B

'22 · $2.96B

'23 · $3.73B

'25 · $5.96B

'26 · $7.47B

'20'26

$1.65B → $7.47B▲ +353%

sec adv history

Client mix

Individuals High Net Worth	1,749
Individuals Other	992
Charitable Organizations	20
Pooled Investment Vehicles	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 13 advisors

'21 · 23 advisors

'22 · 26 advisors

'23 · 27 advisors

'25 · 46 advisors

'26 · 38 advisors

'20'26

13 advisors → 38 advisors▲ +192%

sec adv history

Primary office

CHICAGO IL

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/18/2026

linkedin.com/company/chicagopartners(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HAGEDORN, JAMES, GERARD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HAGEDORN, JAMES, GERARD

GUIDO, NICHOLAS, A

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

30,669

Form 5500 Compensation Trajectory 3y

2025

30,669

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

30,669

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001563525

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-05-18

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0001563525-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	10
Charles Schwab	6
Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1 NORTH WACKER DRIVESUITE 4075CHICAGO, IL 60606

Business

1 NORTH WACKER DRIVESUITE 4075CHICAGO, IL 60606

Edgar EIN

262835793

Edgar Recent Filings

13F-HR2026-05-04 · 0001563525-26-000002

13F-HR2026-01-28 · 0001563525-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

4583528

Trust Company Affiliate

IAR · Direct Owner · 87.5%

People (50)

HAGEDORN, JAMES, GERARD

4583528

HALPIN, ANTHONY, JOSEPH

IAR · Executive Officer · 2.5%

5097026

GUIDO, NICHOLAS, A

IAR · Executive Officer · 2.5%

Terrence Patrick Maday

Kinsey Morgan Hagedorn

William Christian Murray

MICHAEL PHILIP O'CONNOR

STEVEN CHRISTOPHER NELSON

5295252

JOHN MAXWELL REYNOLDS

MICHELLE HEIDI TUCKER

3237731

DANIEL JOSEPH CARDELL

Kelly Morgan MacDonald

JANIE CATHERINE STRASSER

4451218

MICHAEL DAVID STRASSER

Thomas Francis O'Gara

Patrick Nyhan Daniels