Data / Investment advisers / Illinois / Cfi Partners
Cfi Partners, Chicago, IL: $26.3 billion AUM, SEC registered investment adviser
Cfi Partners is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $26.3 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include other investment advisers, state and municipal governments and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 139531
- SEC file number
- 801-72472
- SEC status
- Approved, effective June 17, 2011
- Legal name
- Cfi Partners, LLC
- Main office
- One South Wacker Drive Suite 3500, Chicago, IL 60606
- Phone
- (312) 416-4300
- Regulatory AUM
- $26,313,245,536 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $24,313,245,536
- Non discretionary AUM
- $2,000,000,000
- Accounts
- 11
- Employees
- 47, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 4: 3 securitized asset funds, 1 other private fund
- Gross assets of private funds
- $1,121,743,488
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $20.91 billion |
| State or municipal government entities | Fewer than 5 | $2.22 billion |
| Corporations or other businesses | Fewer than 5 | $2.07 billion |
| Pooled investment vehicles | 6 | $1.12 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $26.31 billion | March 31, 2026 |
| December 1, 2025 | $6.24 billion | March 31, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Milliman Financial Risk Management LLC | Chicago | $40.33 billion | Not listed | adviserinfo.sec.gov |
| Rreef America L.L.C. | Chicago | $34.34 billion | 21 | adviserinfo.sec.gov |
| Old Mission Asset Management LLC | Chicago | $34.13 billion | 5 | adviserinfo.sec.gov |
| AAM | Chicago | $27.49 billion | Not listed | adviserinfo.sec.gov |
| Allstate Investment Management Company | Chicago | $26.46 billion | 23 | adviserinfo.sec.gov |
| Driehaus Capital Management LLC | Chicago | $26.12 billion | 5 | adviserinfo.sec.gov |
| Segall Bryant & Hamill | Chicago | $22.64 billion | 5 | adviserinfo.sec.gov |
| Madison Dearborn Partners | Chicago | $20.74 billion | 57 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Cfi Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.