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Chicago Capital, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Research contributor services

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

Fees may be charged for financial planning and advisory services separate from investment management fees, specific amounts not stated

Percentage

1.00% per year

Project-based

Consulting minimum fee starts at $1,000 per hour

Other

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

Advisors at this firm

user avatar

Edward M

Series 63, Series 65

Chicago, IL

Chicago Capital, LLC

Edward Malysiak Jr. is a financial advisor at Chicago Capital, LLC with 36 years of industry experience. He held a position at William Blair and Company, L.L.C. for 20 years before joining Chicago Capital in 2024. He serves on the Investment Policy Committee of The Carle Foundation, a nonprofit hospital in Urbana, Illinois, and has been a member of its investment committee since 1990. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Joann S

Series 65

Chicago, IL

Chicago Capital, LLC

Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc, and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to create individualized portfolios across various asset classes, focusing on long-term portfolio value and risk mitigation.

Active portfolio management Options & derivatives strategies
user avatar

Peter G

Series 63, Series 65

Chicago, IL

Chicago Capital, LLC

Peter Goldman is a financial advisor at Chicago Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Chicago Capital in 2024, he worked at Westwood Management Corporation from 2014 to 2023. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm combines fundamental and technical research to build individualized portfolios across various asset classes, managing over $4.8 billion in client assets with a team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Mikhail K

Series 65

Chicago, IL

Chicago Capital, LLC

Mikhail Kimbarovsky is a financial advisor at Chicago Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses a combination of fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Malinda D

Series 63, Series 65

Chicago, IL

Chicago Capital, LLC

Malinda Distefano is a financial advisor at Chicago Capital, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at William Blair & Company from 2014 to 2018 before joining Chicago Capital in 2018. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses an active management approach combining fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Scott F

CFA®

Chicago, IL

Chicago Capital, LLC

Scott Frazin is a CFA® charterholder with nine years of industry experience and is currently an advisor at Chicago Capital, LLC. His prior experience includes roles at Gofen and Glossberg, L.L.C., Corient Services LLC, and CIPW Service Company, LLC. Frazin serves on the executive committee of Anshe Emet Synagogue and is involved as Gala Chair on the executive committee of the Judd Goldman Adaptive Sailing Foundation. Chicago Capital provides discretionary investment management and financial planning services to individuals, families, foundations, and institutions. The firm combines fundamental and technical research to build customized portfolios while managing over $4.8 billion in client assets with a focused advisory team.

Active portfolio management Options & derivatives strategies
user avatar

Eric M

Series 63, Series 65

Chicago, IL

Chicago Capital, LLC

Eric Maddix is a financial advisor with Chicago Capital, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at William Blair & Company, L.L.C. for 19 years before joining Chicago Capital in 2018. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm actively manages portfolios using both fundamental and technical research across multiple asset classes, with a focus on long-term value growth and risk mitigation.

Active portfolio management Options & derivatives strategies
user avatar

David M

CFA®, Series 63, Series 65

Chicago, IL

Chicago Capital, LLC

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Luis P

Series 65

Chicago, IL

Chicago Capital, LLC

Luis Pereda is a financial advisor at Chicago Capital, LLC with two years of industry experience and holds a Series 65 credential. His prior roles include positions at Corient Services LLC, CIPW Service Company, Gofen and Glossberg, L.L.C., and Northern Trust. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, corporations, foundations, and registered investment advisers. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, and manages over $4.8 billion in client assets with a team of 11 advisors.

Active portfolio management Options & derivatives strategies
user avatar

Stacey S

CFP®, CFA®, Series 63

Chicago, IL

Chicago Capital, LLC

Stacey Sargent is a CFP® and CFA® with 31 years of experience in the financial industry. She has worked at Chicago Capital, LLC since 2018 and previously spent 20 years at William Blair & Company L.L.C. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, and corporations. The firm employs an active management approach that combines fundamental and technical research to build individualized portfolios across multiple asset classes, with a focus on long-term portfolio value and risk mitigation.

Active portfolio management Options & derivatives strategies
user avatar

Richard F

CFA®, Series 63

Chicago, IL

Chicago Capital, LLC

Richard Fradin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Chicago Capital, LLC. He previously worked at CastleArk Management, Armitage Investment Advisors, and Rail-Splitter Capital Management. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, managing over $4.8 billion in client assets with a team of 11 advisors.

Active portfolio management Options & derivatives strategies
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