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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 18, 2026, reported AUM increased 25.4%, from $6.0B to $7.5B.
Across 5 reported observations, AUM increased 100.4% between November 10, 2022 and March 18, 2026, from $3.7B to $7.5B.
Of the latest reported AUM, 81.0% is discretionary and 19.0% is non-discretionary.
The firm reports 38 advisory representatives and 2,764 clients, or 72.7 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 12 reported office locations and 17 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chicago Partners Investment Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Partner
- 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
SMA allocation detail is available
Chicago Partners Investment Group LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Chicago Partners Investment Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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