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Building 2CHICAGO EQUITY PARTNERS

Map pinCHICAGO, IL
Phone312-629-8200
NotebookSEC #801-57280
Total AUM
$5.1B
Employees
37
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 NORTH LASALLE STREET
STE 3800
CHICAGO
IL 60601
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
312-629-8200

ReceiptFinancials

Total AUM
$5.1B
Accounts
110
Discretionary
$5.1B
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
1
AUM
$154.8M
Investment Company Clients
2
AUM
$539.7M
Pooled Vehicle Clients
5
AUM
$92.2M
Pension/Profit Sharing Plan Clients
12
AUM
$2.6B
Charitable Organization Clients
27
AUM
$854.9M
Government Entity Clients
14
AUM
$816.3M
Insurance Company Clients
1
AUM
$17.9M
Corporation or Business Clients
1
AUM
$60.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REPORTS ON INVESTING IN EQUITY SECURITIES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FLAT FEES ARE CHARGED FOR REPORTS PREPARED BY ADVISER

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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