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The fee is billed in advance or in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $1,000,000.","source":"PART 2A OF FORM ADV FIRM BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chicago Partners Investment Group use?","answer":"Chicago Partners Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $5.97B and National Financial Services LLC (Boston, MA), with $1.3B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chicago Partners Investment Group have?","answer":"Chicago Partners Investment Group has 56 investment adviser representatives registered with state securities authorities, out of 73 employees, and 38 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chicago Partners Investment Group invest in?","answer":"At the end of its last fiscal year, Chicago Partners Investment Group’s separately managed accounts held 55% pooled vehicles (private funds and similar), 32% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 3% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Chicago Partners Investment Group have a minimum investment?","answer":"Yes, Chicago Partners Investment Group’s minimum account size for its Asset-Based Fee Schedule is $1M. It charges a $5K annual minimum fee.","source":"PART 2A OF FORM ADV FIRM BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Chicago Partners Investment Group?","answer":"Chicago Partners Investment Group’s direct owner is James Hagedorn (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chicago Partners Investment Group get paid?","answer":"Chicago Partners Investment Group is paid through a percentage of assets under management and fixed fees. 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