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How a Chicago RIA of PWC origin jumped to $1 billion by lacing its DFA approach with alternative assets

Playing on its base, Chicago Partners just hired a Guggenheim portfolio manager to oversee its first proprietary alt fund to woo ultra-HNW families

Author Lisa Shidler August 4, 2014 at 3:48 AM
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Jim Hagedorn: We went from $350 million to $1 billion in seven years and most of that wasn't the market. It was mostly new clients.


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