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Chicago Partners Investment Group LLC
Chicago Partners Investment Group LLC is a Registered Investment Adviser (RIA) headquartered in Chicago, Illinois. Founded in 2008 by Jim Hagedorn and Anthony Halpin following a spin-off from PwC’s wealth management arm, the firm provides integrated wealth management and investment advisory services for high-net-worth individuals, businesses, family offices, foundations, and investors with complex needs. As of 2025, Chicago Partners manages investment strategies for over 2,500 clients across the U.S. and internationally, with locations in six states and a professional staff of 40+. The firm is built on a foundation of fiduciary duty, providing customized financial planning, investment management, and tax optimization solutions.
Investment Strategy
Chicago Partners Investment Group LLC utilizes a client-centric, research-driven approach to wealth management, constructing customized portfolios designed to achieve individual client goals. Their investment framework includes a 4-quadrant strategy that incorporates equities, fixed income, private and alternative investments, and direct indexing, all tailored to optimize diversification, manage risk, minimize costs, and seek both capital appreciation and income. Comprehensive financial planning is tightly integrated with each client's investment plan, including risk mitigation, tax loss harvesting, advanced planning for estate, retirement, and philanthropy, and ongoing portfolio audits. The firm follows a strict fiduciary standard, ensuring that client interests are always put first.
Latest 13F Filing Activity
Chicago Partners Investment Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,079 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Vanguard Index FDS among other positions. Chicago Partners Investment Group LLC reduced exposure to Berkshire Hathaway Inc. Del, Discover Finl SVCS, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (1,079)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 4.24% | $147.0M | 252,148 | $344.16 | $568.03 | +$19.1M |
V VO | VANGUARD INDEX FDS | 2.99% | $103.8M | 360,503 | $198.56 | $279.83 | +$11.3M |
N NVDA | NVIDIA CORPORATION | 2.67% | $92.7M | 542,975 | $53.80 | $157.99 | +$32.9M |
| BERKSHIRE HATHAWAY INC DEL | 2.23% | $77.3M | 160,096 | $206.86 | $485.77 | -$5.7M | |
D DFUS | DIMENSIONAL ETF TRUST | 2.15% | $74.4M | 1,081,221 | $51.84 | $67.02 | +$10.4M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States | |
 | Partner | Glenview, IL , United States | |
 | Partner | Chicago, IL , United States | |
J John Nicholas | Partner | Chicago, IL , United States | |
 | Partner | Wilmette, IL , United States | |
 | Partner | Naples, FL , United States | |
 | Partner | Chicago, IL , United States | |
 | Partner | Chicago, IL , United States | |
 | Partner | Winfield, IL , United States | |
S Steve Nelson | Partner | Tampa, FL , United States |
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