Chicago Partners Investment Group LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,058,077
- Description
- Chicago Illinois based active portfolio manager with an independent advisory structure and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, active stewardship and governance oversight, and fundamental research depth for risk aware portfolio mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through manager selection governance and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 1,295 | 4,058,077 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2025 | 10/30/2025 | 1,218 | 3,822,311 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2025 | 7/29/2025 | 1,095 | 3,469,509 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2025 | 5/9/2025 | 933 | 3,007,869 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2024 | 1/24/2025 | 845 | 3,007,581 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2024 | 10/29/2024 | 795 | 2,804,965 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2024 | 7/31/2024 | 743 | 2,585,655 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2024 | 4/25/2024 | 732 | 2,352,414 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2023 | 2/23/2024 | 701 | 2,162,862 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2023 | 10/26/2023 | 657 | 1,854,449 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2023 | 8/8/2023 | 683 | 1,923,275 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2023 | 4/26/2023 | 664 | 1,713,795 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2022 | 2/9/2023 | 641 | 1,633,165 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2022 | 11/9/2022 | 585 | 1,400,968 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2022 | 8/4/2022 | 593 | 1,381,250 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2022 | 5/20/2022 | 563 | 1,309,838 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2021 | 2/15/2022 | 568 | 1,410,914 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2021 | 11/12/2021 | 584 | 1,426,611 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2021 | 8/2/2021 | 533 | 1,345,551 | 13F-HR/A - RESTATEMENT | Chicago Partners Investment Group LLC |
| Q2 2021 | 8/2/2021 | 533 | 1,345,551 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2021 | 4/28/2021 | 520 | 1,212,054 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2020 | 1/27/2021 | 469 | 1,054,608 | 13F-HR | Chicago Partners Investment Group LLC |
| Q3 2020 | 11/6/2020 | 414 | 844,370 | 13F-HR | Chicago Partners Investment Group LLC |
| Q2 2020 | 7/31/2020 | 386 | 800,183 | 13F-HR | Chicago Partners Investment Group LLC |
| Q1 2020 | 4/22/2020 | 355 | 647,671 | 13F-HR | Chicago Partners Investment Group LLC |
| Q4 2019 | 1/24/2020 | 365 | 812,638 | 13F-HR | Chicago Partners Investment Group LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.922 K
(0.0% of total reported value)
· QoQ Δ:
+1.922 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.955 M | 72.9% | 176.9 K | 0 | 176.9 K |
| ETFs | 1.085 M | 26.8% | 56.49 K | 0 | 56.49 K |
| Debt | 11.2 K | 0.3% | 0 | 714 | -714 |
| Other | 2.813 K | 0.1% | 1.619 K | 0 | 1.619 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
4,058,077
Holdings
1295
QoQ value change ($000)
235,766
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.