Chicago Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,656,199,575
Clients
818
Advisors
11
of 18 employees
About
Chicago Capital provides discretionary investment management, financial planning and related consulting services to individuals, high‑net‑worth clients, families, foundations, other registered investment advisers and corporations, and oversees retirement and trust accounts. Most client relationships are managed on a discretionary basis while the firm also offers non‑discretionary guidance and separate consulting engagements for clients who do not retain ongoing portfolio management.
The firm is an active manager that combines fundamental and technical research to build individualized portfolios across equities, fixed income, master limited partnerships, mutual funds, ETFs, options and private placements, with a stated focus on increasing portfolio value and mitigating risk over a long‑term horizon. Chi‑Cap implements client investment guidelines and restrictions where practicable, continuously monitors accounts, and uses trade aggregation and allocation policies when executing across multiple client portfolios.
Chicago Capital is notable within its peer group for managing over $4.8 billion in client assets as of December 31, 2025 while operating with a relatively small advisory team of 11 advisors, a configuration that concentrates AUM per advisor and decision‑making within a compact group. The firm also holds a 37% ownership stake in Studio Investment Management LLC, provides contributor research (including historic and current positions from its Armitage Focused Equity Strategy) to third‑party institutional platforms for compensation tied to its ratings, and in limited instances serves as trustee for client trusts subject to an annual surprise custody audit.
Client services
Expertise
Fee options
Fees may be charged for financial planning and advisory services separate from investment management fees, specific amounts not stated
1.00% per year
Consulting minimum fee starts at $1,000 per hour
Minimum fee: Minimum fee of $20,000 per year
Main office
550 W. Washington Blvd., Ste. 1650
Chicago IL 60661
Advisors at this office
11
Most active in
Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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