Independent advisor
Chicago Partners Wealth Advisors
Chicago Partners is a Chicago RIA that says it gives clients access to tax-aware long/short, Flex SMA, and tax-aware trend strategies.
- Their fee
- Not disclosed
- Minimum
- Not disclosed
- Onboarding
- A senior advisor replies within one business day, then a 20-minute introductory call.
- Status
- Unknown
Not disclosed on the strategy page.
The page does not name the custodian.
Flex SMAs need accredited investors. Some tax-aware hedge fund strategies need qualified purchasers ($5M+).
Products they offer
Tax-aware long/short
| Product | Product fee | All-in fee |
|---|---|---|
| Flex SMAs (equity long/short, manager not named)'Flex SMA' is the AQR product name, but the page does not name AQR. | Not disclosed | Not disclosed |
| Tax-aware long/short equity funds (managers not named)The page says that it cannot list the exact funds. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: medium.