Data / Investment advisers / Illinois / Vertex Partners
Vertex Partners, Downers Grove, IL: $1 billion AUM, SEC registered investment adviser
Vertex Partners is an SEC registered investment adviser with its main office in Downers Grove, Illinois and reports $1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 316839
- SEC file number
- 801-122980
- SEC status
- Approved, effective January 3, 2022
- Legal name
- Vertex Planning Partners, LLC
- Main office
- 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
- Phone
- (630) 836-3300
- Regulatory AUM
- $1,011,939,498 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,009,436,132
- Non discretionary AUM
- $2,503,366
- Accounts
- 2,580
- Employees
- 20, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| High net worth individuals | 284 | $770.9 million |
| Individuals (other than high net worth individuals) | 552 | $236.3 million |
| Pension and profit sharing plans | 4 | $3.6 million |
| Corporations or other businesses | 2 | $1.1 million |
| Charitable organizations | 1 | $26 |
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 | $1.01 billion | March 30, 2026 |
| December 1, 2025 | $827.9 million | March 26, 2025 |
Other advisers in Downers Grove
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JMG Financial Group LTD | Downers Grove | $7.50 billion | Not listed | adviserinfo.sec.gov |
| Highpoint Planning Partners | Downers Grove | $4.78 billion | Not listed | adviserinfo.sec.gov |
| Invesco Investment Advisers LLC | Downers Grove | $4.37 billion | Not listed | adviserinfo.sec.gov |
| Capstone Financial Advisors Inc | Downers Grove | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Feldman, Ingardona & Co | Downers Grove | $1.99 billion | Not listed | adviserinfo.sec.gov |
| Bentley Financial Group | Downers Grove | $392.8 million | Not listed | adviserinfo.sec.gov |
| Opus Financial Solutions LLC | Downers Grove | $150.8 million | Not listed | adviserinfo.sec.gov |
| Clement Street Capital LLC | Downers Grove | $141 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Downers Grove, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vertex 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.