Chicago Equity Partners Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Chicago Equity Partners, registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 18 advisors. Chicago Equity Partners manages $5.1 billion and provides investment advisory services for 60 clients (1:4 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment $10,000,000
Average Client Balance $84,950,103
Total AUM $5.1 billion
Advisor / Client Ratio 1:4
Headquarters Chicago, IL
SEC Filings View SEC IAPD CRD #109421
State(s) Registered IL, WI

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.