A complete list of active advisors currently associated with Chicago Capital, LLC
Warmer can help you find a great advisor at Chicago Capital, LLC or one who fits your needs even better.
Chicago Capital provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth families, trusts, foundations, and other registered investment advisers. The firm also supplies research and data services to institutional clients and third‑party platforms as part of its service mix. Portfolios are custom‑assembled and actively managed using both fundamental and technical analysis across a broad investable universe, including equities, fixed income, ETFs, master limited partnerships, options and occasional private placements. The firm manages accounts against client‑specific guidelines, monitors holdings continuously, and uses trade aggregation procedures to allocate block executions among client accounts. Chicago Capital is notable for its minority ownership stake (37%) in another registered investment adviser and for acting as a compensated contributor to a third‑party ratings platform, providing historic and current position data and charging data fees for that service. In limited circumstances where it has custody or serves as trustee, the firm engages an independent accountant to perform annual surprise audits of client funds, and it routinely provides its research (including the Armitage Focused Equity Strategy) to institutional users.
To learn more about the advisors currently working at Chicago Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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