KOVITZ INVESTMENT GROUP PARTNERS, LLC

CHICAGO, Illinois·3 registered advisors·CRD# 282241
SEC# 801-10705440312-334-7300
01

Firm Overview

AUM
$11.3B
Regulatory assets under management
Employees
392
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at KOVITZ INVESTMENT GROUP PARTNERS, LLC

3 registered advisors
Carolyn Elaine Raden
CHICAGO, Illinois
Mark Christopher Rosland
CHICAGO, Illinois
Patrick Benjamin Wiese
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. KOVITZ INVESTMENT GROUP PARTNERS, LLC (CRD# 282241) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.