Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in Chicago, United States

Name: Minority-owned investment managers based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 107 companies tracked

RevenueBase identified 107 minority-owned investment managers headquartered in Chicago, United States as of September 2026 and tracks 1,620 professional contacts across them, including 660 with verified work emails. New York is the largest hub.

This list covers minority-owned investment managers headquartered in Chicago, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

107Companies

1,620Contacts tracked

660Verified emails

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The 25 largest minority-owned investment managers based in Chicago, United States

Ranked by team size

Top 25 of 107 minority-owned investment managers based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ariel Investments	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	51-200	189 contacts →
	Strong evidence “Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…” Source: RevenueBase Database · checked Sep 20, 2026
2	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 20, 2026
3	Rothschild Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	51-200	110 contacts →
	Partial evidence “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Source: RevenueBase Database · checked Sep 20, 2026
4	Segall Bryant & Hamill	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	51-200	107 contacts →
	Partial evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 20, 2026
5	Great Lakes Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	51-200	76 contacts →
	Indirect evidence “Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.” Source: RevenueBase Database · checked Sep 20, 2026
6	Arete Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	69 contacts →
	Partial evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
7	AAM	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	55 contacts →
	Partial evidence “AAM is dedicated primarily to insurance asset management.” Source: RevenueBase Database · checked Sep 20, 2026
8	Vivaldi Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	50 contacts →
	Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 20, 2026
9	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 20, 2026
10	Advisory Research Investment Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	36 contacts →
	Strong evidence “Advisory Research Investment Management is a Chicago-based asset manager.” Source: RevenueBase Database · checked Sep 20, 2026
11	OAK Ridge Investments	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	24 contacts →
	Strong evidence “ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.” Source: RevenueBase Database · checked Sep 20, 2026
12	Uhlmann Price Securities, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 20, 2026
13	Attucks Asset Management, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Source: RevenueBase Database · checked Sep 20, 2026
14	AZA Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	15 contacts →
	Strong evidence “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
15	Kabouter Management, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Headquartered in Chicago with a virtual office in the San Francisco Bay Area, Kabouter is a minority-owned investment adviser registered with the United States Securities and…” Source: RevenueBase Database · checked Sep 20, 2026
16	Pekin Hardy Strauss Wealth Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Strong evidence “Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a…” Source: RevenueBase Database · checked Sep 20, 2026
17	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 20, 2026
18	Astor Investment Management LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Source: RevenueBase Database · checked Sep 20, 2026
19	Gore Creek Asset Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “Gore Creek Asset Management is an asset manager.” Source: RevenueBase Database · checked Sep 20, 2026
20	CTS Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our…” Source: RevenueBase Database · checked Sep 20, 2026
21	Palo Duro Investment Partners, LP	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 20, 2026
22	Optimum Investment Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Source: RevenueBase Database · checked Sep 20, 2026
23	Catalyst Planning Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 20, 2026
24	Bard Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Bard Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fortaleza Asset Management, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: minority-owned investment managers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names minority-owned investment managers.
Partial evidence: Its own public description names part of minority-owned investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name minority-owned investment managers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 107 minority-owned investment managers based in Chicago, United States

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Minority-owned investment managers based in Chicago, United States at a glance

As of Sep 20, 2026

40.7%Verified-email coverage

15.1Average contacts per company

1-10Median size (employees)

236.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 107 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among minority-owned investment managers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Chicago, United States whose own description of what they do matches “minority-owned investment managers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names minority-owned investment managers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among minority-owned investment managers, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 660 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Minority-owned investment managers by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names minority-owned investment managers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many minority-owned investment managers are there based in Chicago, United States?

RevenueBase identified 107 minority-owned investment managers headquartered in Chicago, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Ariel Investments, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most minority-owned investment managers?

New York leads with 253 headquartered companies, followed by Chicago (107) and Atlanta (101).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 660 verified decision-maker contacts tracked across these 107 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.