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Chicago Partners Investment Group LLC
James Hagedorn · Investment Advisor · Multi-Strategy
Chicago Partners Investment Group LLC is an independent wealth management firm headquartered in Chicago, Illinois. Founded in 2008 by James Hagedorn and Anthony Halpin as a spin-off from PricewaterhouseCoopers' investment advisory practice, the firm provides comprehensive financial planning and portfolio management. It operates as a fiduciary to high-net-worth individuals, families, and institutional clients, emphasizing transparent fee structures and personalized strategies. The firm has expanded significantly since its inception, now managing billions in assets across several regional offices in the United States. Its primary focus is on "Wealth Optimization," a holistic approach that integrates investment strategy with tax and estate planning to help clients achieve their long-term financial objectives.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.0% |
| YTD return | +15.3% |
| Sharpe ratio | 3.57 |
| Win rate | 59% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://chicagopartnersllc.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.1% | +18.8% |
| AAPL | Apple Inc | 10.2% | +31.5% |
| EPD | Enterprise Products Partners LP | 9.0% | +26.6% |
| BRK-A | Berkshire Hathaway Inc | 8.9% | +3.2% |
| ET | Energy Transfer LP | 7.8% | +25.9% |
| GOOGL | Alphabet Inc Class A | 7.5% | +39.7% |
| MSFT | Microsoft Corporation | 6.4% | -1.2% |
| AMZN | Amazon.com Inc | 4.9% | +13.4% |
| AMD | Advanced Micro Devices Inc | 3.9% | +213.8% |
| JPM | JPMorgan Chase & Co | 3.3% | +13.7% |
| BX | Blackstone Group Inc | 3.2% | -22.1% |
| MPLX | MPLX LP | 3.1% | +21.2% |
| OKE | ONEOK Inc | 2.5% | +28.6% |
| LLY | Eli Lilly and Company | 2.4% | +38.3% |
| WMB | Williams Companies Inc | 2.4% | +13.2% |
| META | Meta Platforms Inc. | 2.3% | -5.4% |
| AVGO | Broadcom Inc | 2.2% | -16.4% |
| MU | Micron Technology Inc | 2.1% | +38.6% |
| BIP | Brookfield Infrastructure Partners LP | 2.0% | +9.2% |
| KMI | Kinder Morgan Inc | 2.0% | +12.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 11, 2026 | SELL | WMB | 2.8% → 2.4% |
| May 11, 2026 | SELL | V | 1.5% → 0.0% |
| May 11, 2026 | SELL | TRGP | 1.4% → 0.0% |
| May 11, 2026 | SELL | NVDA | 13.3% → 14.1% |
| May 11, 2026 | BUY | GOOGL | 7.3% → 7.5% |
Investment Style Analysis
Chicago Partners Investment Group LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Midstream and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 11, Chicago Partners Investment Group LLC made a significant move by reducing the position in WMB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Chicago Partners employs a disciplined, long-term investment philosophy rooted in academic research and evidence-based strategies. The firm advocates for broad global diversification and strategic asset allocation as the primary drivers of portfolio performance. Their approach utilizes quantitative methods and proprietary risk/return models to identify high-quality investments while maintaining a focus on low-cost implementation and tax efficiency. By avoiding market timing and speculative trends, the firm seeks to deliver consistent risk-adjusted returns tailored to each client's unique goals and risk tolerance. As a fiduciary, Chicago Partners ensures that investment decisions are transparent and strictly aligned with the long-term preservation and growth of client wealth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Chicago Partners Investment Group LLC.
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Frequently asked questions
How is the simulated portfolio for Chicago Partners Investment Group LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Chicago Partners Investment Group LLC's largest holding?
As of the latest filing, Chicago Partners Investment Group LLC's top position is NVIDIA Corporation (NVDA), representing 14.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Chicago Partners Investment Group LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.0% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.57, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Chicago Partners Investment Group LLC primarily invest in?
Chicago Partners Investment Group LLC has a strong preference for the Oil & Gas Midstream sector, which makes up 26.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Chicago Partners Investment Group LLC's portfolio concentrated or diversified?
Chicago Partners Investment Group LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Chicago Partners Investment Group LLC performed in 2026?
Our AI-simulated model portfolio for Chicago Partners Investment Group LLC tracks a Year-to-Date (YTD) return of +15.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James Hagedorn manage Chicago Partners Investment Group LLC directly?
Yes, James Hagedorn serves as the key portfolio manager for Chicago Partners Investment Group LLC, overseeing the investment strategy and final capital allocation decisions.