Chicago Partners Investment Group LLC is an SEC-registered investment adviser based in Chicago, IL that reports managing 1 hedge fund on Form ADV. It reports $7.5 billion in regulatory assets under management. Its private funds, of all types, hold $113.1 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +11.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +36.3% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $7.5 billionForm ADV Item 5.F
- Gross assets of private funds
- $113.1 millionAll private fund types, Form ADV
- Hedge funds managed
- 13 private funds in total
- Employees
- 73Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 147662
- Latest Form ADV
- 03/18/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +12.9% | +14.8% |
| Q1 2026 | -0.8% | -4.6% |
| Q4 2025 | +1.5% | +2.4% |
| Q3 2025 | +6.1% | +7.8% |
| Q2 2025 | +7.6% | +10.4% |
| Q1 2025 | -2.7% | -4.5% |
| Q4 2024 | +1.4% | +2.1% |
| Q3 2024 | +6.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Vanguard S&P 500 ETF$195.0 million
- Nvidia Corp$136.8 million
- Vanguard Mid-cap ETF$136.3 million
- Apple Inc Com$108.3 million
- Dimensional U S Equity ETF$92.8 million
- Enterprise Prods Partners L P Com$80.4 million
- Vanguard Growth ETF$78.1 million
- Berkshire Hathaway Inc Del CL B New$74.8 million
- Energy Transfer LP$70.0 million
- Ishares Core S&P Mid-cap ETF$68.1 million
As of 2026-06-30, from 13F filing by Chicago Partners Investment Group LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures