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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CHICAGO EQUITY PARTNERS

CHICAGO EQUITY PARTNERS LLC, CRD 109421

CHICAGO, IL

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Search this name across graphsid dfx:ria:f84e5d4e-9a70-597d-e0e3-268f2c8c0d8e

Data as of Apr 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2012 to Apr 17, 2020
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.1BItem 5.F on the latest filing (2020-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 37
Advisory employees: 18
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 110
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $44.2Mgross asset value as reported per fund; never fund size
SEC number: 801-57280
CRD: 109421
Filings on the tape: 23
First filed: Mar 5, 2012
Latest filed: Apr 17, 2020
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CHICAGO EQUITY PARTNERS GROUP TRUST	Other Private Fund	$289M	Mar 27, 2015	1	Jan 31, 2013	dropped	n/a
CEP EQUITY MARKET NEUTRAL MASTER FUND LTD.	Hedge Fund	$43.1M	Apr 17, 2020	14	Jan 31, 2013	reported	021-189742
CEP EMERGING MARKETS EQUITY FUND LLC	Other Private Fund	$1.1M	Apr 17, 2020	2	Nov 25, 2019	reported	021-354958

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AFFILIATED MANAGERS GROUP, INC	Shareholder	E	yes	12/2006	Mar 5, 2012	Apr 17, 2020
AMG / MIDWEST HOLDINGS, INC.	SOLE MEMBER AND MANAGER	E	yes	12/2006	Mar 5, 2012	Apr 17, 2020
GUSTAFSON, KEITH, ERIK	MANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY	Na	yes	10/2019	Mar 29, 2016	Apr 17, 2020
KRAMER, ROBERT, HENRY	MANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY	A	yes	12/2006	Mar 5, 2012	Apr 17, 2020
LYNCH, PATRICK, CORNELIUS	MANAGEMENT COMMITTEE MEMBER & PRESIDENT	A	yes	12/2006	Mar 5, 2012	Apr 17, 2020
MITCHELL, CURT, ALAN	MANAGEMENT COMMITTEE MEMBER & CHIEF INVESTMENT OFFICER - FIXED INCOME	Na	yes	01/2016	Mar 29, 2016	Apr 17, 2020
CHICAGO ACQUISITION, LLC	MANAGING MEMBER	D	no	12/2006	Mar 5, 2012	Apr 17, 2020
NANNEY, ROBERT, ALAN	CHIEF COMPLIANCE OFFICER	Na	no	09/2014	Sep 15, 2014	Apr 17, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMG FUNDS LLC	n/a	Asset manager	$18B	N	yes	n/a
AMG DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 27, 2020	$5.1B	$5.1B	37	18	0	2	$44.2M
2018	Mar 29, 2019	$6.0B	$6.0B	39	19	0	1	$79.0M
2017	Mar 30, 2018	$7.2B	$7.2B	38	18	0	1	$50.8M
2016	Mar 30, 2017	$9.1B	$9.1B	38	17	n/a	1	$81.8M
2015	Mar 29, 2016	$9.8B	$9.8B	40	18	n/a	1	$54.8M
2014	Mar 27, 2015	$10B	$10B	43	20	n/a	2	$337M
2013	Feb 14, 2014	$10B	$10B	42	20	n/a	2	$275M
2012	Jan 31, 2013	$9.6B	$9.6B	42	20	n/a	2	$237M
2011	Mar 5, 2012	$8.6B	$8.6B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$5.1B	$6.0B	-15.2%	$9.1B	-17.4%	37	39	0	0

Relationships

Affiliated with (1)

→ AMG FUNDS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (3)

→ CEP EQUITY MARKET NEUTRAL MASTER FUND LTD.Private fundHedge Fund, IA
Jan 31, 2013 to presentfactForm ADV
→ CEP EMERGING MARKETS EQUITY FUND LLCPrivate fundOther Private Fund, IA
Nov 25, 2019 to presentfactForm ADV
→ CHICAGO EQUITY PARTNERS GROUP TRUSTPrivate fundOther Private Fund, IA, no longer reported
Jan 31, 2013 to Mar 27, 2015factForm ADV

Controls (6)

← MITCHELL, CURT, ALANOwnerMANAGEMENT COMMITTEE MEMBER & CHIEF INVESTMENT OFFICER - FIXED INCOME, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV
← KRAMER, ROBERT, HENRYOwnerMANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY, ownership code A, individual
Mar 5, 2012 to presentfactForm ADV
← GUSTAFSON, KEITH, ERIKOwnerMANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV
← LYNCH, PATRICK, CORNELIUSOwnerMANAGEMENT COMMITTEE MEMBER & PRESIDENT, ownership code A, individual
Mar 5, 2012 to presentfactForm ADV
← AFFILIATED MANAGERS GROUP, INCOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 5, 2012 to presentfactForm ADV
← AMG / MIDWEST HOLDINGS, INC.OwnerSOLE MEMBER AND MANAGER, ownership code E, domestic entity
Mar 5, 2012 to presentfactForm ADV

Owns (2)

← NANNEY, ROBERT, ALANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 15, 2014 to presentfactForm ADV
← CHICAGO ACQUISITION, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 5, 2012 to presentfactForm ADV

Dated events

Occurred
Nov 25, 2019
Control person left
Ann Patricia Halper (Management Committee Member & Co-Chief Investment Officer - Equity) no longer on Schedule A of Chicago Equity Partners (listed 2019-03-29, absent 2019-11-25)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f84e5d4e-9a70-597d-e0e3-268f2c8c0d8e
First observed: Mar 5, 2012
Last observed: Apr 17, 2020 78 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHICAGO EQUITY PARTNERS

CHICAGO EQUITY PARTNERS LLC, CRD 109421

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f84e5d4e-9a70-597d-e0e3-268f2c8c0d8e

Data as of Apr 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CHICAGO EQUITY PARTNERS GROUP TRUST

Other Private Fund

$289M

Mar 27, 2015

Jan 31, 2013

dropped

n/a

CEP EQUITY MARKET NEUTRAL MASTER FUND LTD.

Hedge Fund

$43.1M

Apr 17, 2020

Jan 31, 2013

reported

021-189742

CEP EMERGING MARKETS EQUITY FUND LLC

Other Private Fund

$1.1M

Apr 17, 2020

Nov 25, 2019

reported

021-354958

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFFILIATED MANAGERS GROUP, INC

Shareholder

yes

12/2006

Mar 5, 2012

Apr 17, 2020

AMG / MIDWEST HOLDINGS, INC.

SOLE MEMBER AND MANAGER

yes

12/2006

Mar 5, 2012

Apr 17, 2020

GUSTAFSON, KEITH, ERIK

MANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY

yes

10/2019

Mar 29, 2016

Apr 17, 2020

KRAMER, ROBERT, HENRY

MANAGEMENT COMMITTEE MEMBER & CO-CHIEF INVESTMENT OFFICER - EQUITY

yes

12/2006

Mar 5, 2012

Apr 17, 2020

LYNCH, PATRICK, CORNELIUS

MANAGEMENT COMMITTEE MEMBER & PRESIDENT

yes

12/2006

Mar 5, 2012

Apr 17, 2020

MITCHELL, CURT, ALAN

MANAGEMENT COMMITTEE MEMBER & CHIEF INVESTMENT OFFICER - FIXED INCOME

yes

01/2016

Mar 29, 2016

Apr 17, 2020

CHICAGO ACQUISITION, LLC

MANAGING MEMBER

12/2006

Mar 5, 2012

Apr 17, 2020

NANNEY, ROBERT, ALAN

CHIEF COMPLIANCE OFFICER

09/2014

Sep 15, 2014

Apr 17, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMG FUNDS LLC

n/a

Asset manager

$18B

yes

n/a

AMG DISTRIBUTORS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 27, 2020

$5.1B

$44.2M

2018

Mar 29, 2019

$6.0B

$79.0M

2017

Mar 30, 2018

$7.2B

$50.8M

2016

Mar 30, 2017

$9.1B

n/a

$81.8M

2015

Mar 29, 2016

$9.8B

n/a

$54.8M

2014

Mar 27, 2015

$10B

n/a

$337M

2013

Feb 14, 2014

$10B

n/a

$275M

2012

Jan 31, 2013

$9.6B

n/a

$237M

2011

Mar 5, 2012

$8.6B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$5.1B

$6.0B

-15.2%

$9.1B

-17.4%