CRD: 147662
Chicago Partners Investment Group LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-14-2008
- Office Locations
- 12
Office Locations
About Chicago Partners Investment Group LLC
Chicago Partners Investment Group is a Chicago-based, independent fee-only fiduciary acting as outsourced CIO for business owners, high-net-worth investors, institutions, nonprofits/foundations, family offices, and clients with compliance restrictions. Its five-step process combines portfolio audits, investment management across equities, fixed income and alternatives, proactive tax planning/tax-loss harvesting, and financial planning in eMoney WMS, supported by custom reporting and a client app.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES GERARD HAGEDORN
Managing Member
- CRD
- #4583528
- Ownership
- 75% or more
NICHOLAS A GUIDO
CHIEF OPERATING OFFICER, Partner
- CRD
- #5547813
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Frank Joseph Aiello
Independent Wealth Advisor
- CRD
- #6722721
HOWARD ROBERT BRADLEY
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- CRD
- #3081250
Showing 2 of 57 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,050,321,749 | $816,618 |
| Non-Discretionary | $1,419,211,275 | $816,577 |
| Total | $7,469,533,024 | $816,610 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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