Irvine, CA Corporate Park Office

Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals (including high‑net‑worth clients), corporations, trusts, and retirement plans. The firm manages accounts directly and through third‑party managers and also accepts certain client-owned “held‑away” assets for ongoing advisory services and reporting.

CCMA follows a bottoms‑up, fundamentals‑driven investment process and offers model strategies spanning aggressive growth, sector rotation, dividend/growth, income, asset allocation, and fixed‑income ladders, tailoring allocations to each client’s risk profile. The firm uses derivatives (including options) for hedging and income strategies and may permit borrowing or margin in some separately managed accounts; it also implements hedges and stops and provides access to outside model managers and platform solutions.

Noteworthy aspects compared with peers include formal affiliations with an affiliated broker‑dealer and with other registered advisory entities under common ownership, resulting in shared personnel registrations, cross‑referrals, and related‑party service arrangements disclosed in its ADV. CCMA’s documented practices for held‑away assets, its fee billing based on valuations of those assets, and its reliance on standing letters of authorization (which the firm says leads to being deemed to have custody in some cases) are additional operational features it highlights.