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Chicago Equity Partners

180 North LaSalle Street
Chicago, Illinois 60601
United States
 
Contact :      Marjie Malia
Phone :       (312) 629-5713
Fax :             (312) 629-2728
Email :         mmalia@chicagoequity.com
Web :           http://www.

Chicago Equity Partners Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $6,640
Tax-Exempt Managed ($Mil) : $6,099
Taxable Assets Managed ($Mil) : $541
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 233
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Chicago Equity Partners History

Chicago Equity Partners, LLC is an institutional money manager that provides money management services to some of the largest public pension plans, corporations, endowments and Taft-Hartley funds. Our founding members started managing institutional assets in 1989 using the fundamental principles we continue to use today. We provide a broad array of US equity and fixed income products. Over time, we have honed our processes, fine-tuned our quantitative models and research processes, and advanced our technology, data sources and trading platforms. Chicago Equity Partners, LLC is currently owned by eight members of its senior staff and the Affiliated Managers Group, Inc. (NYSE: "AMG"). AMG, a U.S.-based asset-management company, has equity-based investments in mid-sized investment management firms.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
14
$77.4
 
Limited Partnership :
 
Foundations :
25
$600.8
ERISA :
20
$1408.1
Unions, Taft-Hartley :
26
$540.5
Public :
25
$3470.3
Others :
4
$543.3
Total # of Professional : 29 Analysts : 4
Portfolio Managers : 11 Traders : 4
Client Service : 11 Operation : 4

Chicago Equity Partners Personnel

Mr.  Patrick Lynch

Client Contact
Tel : 312-629-8570
Email: plynch@chicagoequity.com

Mrs.  Marjorie Malia

Data Preparer
Tel : 312-629-5713
Email: mmalia@chicagoequity.com
Marjie Malia Director Marjie is on the marketing team at Chicago Equity Partners, and heads up the production of our marketing materials and composite information. She is also the administrator for our contact management system. She has 13 years of industry experience. Prior to joining Chicago Equity Partners, Marjie was an operations assistant for Great Lakes Advisors. Marjie earned a bachelor's degree in English from Eastern Illinois University.

Chicago Equity Partners Product Name

Large Cap Core:Privately Managed Accounts
Mid Cap Core:Privately Managed Accounts
Large Cap Growth:Privately Managed Accounts
Large Cap Value:Privately Managed Accounts
Large Cap Core Select:Index
Large Cap Core - Extended:Privately Managed Accounts
Core Fixed Income:Privately Managed Accounts
High Quality Intermediate:Privately Managed Accounts
Small / Mid Cap Core Equity:Privately Managed Accounts
Short Term Fixed Income:Privately Managed Accounts
Core Plus Fixed Income:Privately Managed Accounts
130/30 Large Cap Core:Privately Managed Accounts
Report Created: January,29 2020.  Copyright Money Manager Review , All rights Reserved.
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