SourcingSourcing

CHICAGO CAPITAL MANAGEMENT, LLC

B60
CRD 175453·SEC 801-81174·CHICAGO, IL
AUM
$202.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$608K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHICAGO CAPITAL MANAGEMENT, LLC
CRD
175453
SEC file #
801-81174
EIN
800533311
DBA names
—

Economics

AUM
$202.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$256.3M → $202.8M▼ -21%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
chicagocapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GERBEL, STEVEN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GERBEL, STEVEN, ROBERT
AZIZ, ALI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHICAGOCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2009-11-04T19:20:56Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001667526
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2016-03-11
Edgar Last Filing Date
2026-02-09
Edgar Form D Count
9
Edgar Form D Offerings
2026-02-092026-02-09 · 0000929638-26-000552
2025-12-162025-12-16 · 0000929638-25-004638
Edgar Former Names
Chicago Capital Management, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs10
E*trade4
Edgar Addresses
Mailing
311 SOUTH WACKER DRIVESUITE 6025CHICAGO, IL 60606
Business
311 SOUTH WACKER DRIVESUITE 6025CHICAGO, IL 60606
Edgar EIN
800533311
Edgar Recent Filings
D/A2026-02-09 · 0000929638-26-000552
D/A2025-12-16 · 0000929638-25-004638
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-04T18:20:56Z
Rdap Domain Last Changed
2025-11-05T14:32:24Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2982879
Trust Company Affiliate
No

People (2)

2
GERBEL, STEVEN, ROBERT
Direct Owner · 87.5%
2982879
AZIZ, ALI
Executive Officer · 2.5%
8164075