Chicago Fundamental Investment Partners, LLC is a large advisory firm based in Chicago. It manages $1.42 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.
Chicago Fundamental Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chicago Fundamental Investment Partners, LLC is $1.42 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 413% since the beginning of its operation, and $1.42 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Chicago Fundamental Investment Partners, LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Chicago Fundamental Investment Partners is pooled investment vehicles with 3 clients and $1.42 billion of assets under management. Among the 9 most similar advisory firms, Chicago Fundamental Investment Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.42 billion for 3 clients. 100% of the firm’s clients are foreign persons or businesses.
Chicago Fundamental Investment Partners also advises several private funds. Namely, three securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 15 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Chicago Fundamental Investment Partners, LLC performs its advisory services is located at One South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-416-4300 or by fax 312-416-4301. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.