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Burridge Group LLC (Chicago)


Burridge Group LLC is a large advisory firm based in Chicago. It manages $1.63 billion of regulatory assets for 5,000 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Burridge Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Burridge Group: assets under management

The assets under management (AUM) of Burridge Group LLC is $1.63 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.63 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.35 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burridge Group LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Affiliated Managers Group Owner 1 Dec 1996 75% - 100% 04-3218510

Based in Chicago

The principal office where Burridge Group LLC performs its advisory services is located at 333 West Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-368-0066 or by fax 312-368-0022. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.burridge.com.


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