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Fund Manager

Chicago Partners Wealth Advisors

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CA
Chicago Partners Wealth Advisors

Fund Manager

Primary Strategy: Other

Year Founded: 2008

Number of Employees: 53

Ownership: Privately Held

Year End: December

Description

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $6 Billion assets for 1,200+ clients across the United States. Clients of Chicago Partners receive the 5-Step Wealth Optimization Pro

Contact

Website: Link to website

LinkedIn: linkedin.com/company/chicagopartners

Address

1 North Wacker Drive, Suite 4075, Chicago, Illinois, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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