Los Angeles, CA Office

Team
Updated today

Chicago Capital Management Advisors, LLC

Team

Firm-wide stats for Chicago Capital Management Advisors, LLC

Total advisors

16

Across 13 offices

Clients per advisor

39 Low

Avg AUM per client

$214,907 Very Low

HNW client ratio

9% Very Low

About

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.

Based on Chicago Capital Management Advisors, LLC

Expertise

Tax strategies for small businesses ESG / Sustainable investing Options & derivatives strategies

Based on Chicago Capital Management Advisors, LLC

Occupation focus

Founder/Business Owner

Based on Chicago Capital Management Advisors, LLC

Location

8107 Loyola Blvd

Los Angeles CA 90045

Advisors at this office

2

Advisors at this office

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Jason V

Series 66

Los Angeles, CA

Chicago Capital Management Advisors, LLC

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

Tax strategies for small businesses ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
user avatar

Michael D

Series 63, Series 65

Los Angeles, CA

Chicago Capital Management Advisors, LLC

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at American Trust Investment Services, Vanclef Financial Group, and Delta Investment Management, among others. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with diverse model strategies tailored to clients’ risk profiles and uses derivatives and other techniques for hedging and income generation.

Tax strategies for small businesses ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
View complete list of advisors at this office
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