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Lunn Partners LLC (Chicago)


Lunn Partners LLC is a large advisory firm based in Chicago. It manages $262.51 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Michigan.

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Lunn Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lunn Partners: assets under management

The assets under management (AUM) of Lunn Partners LLC is $262.51 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.43 million in discretionary accounts and $195.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.63 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $27.87 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lunn Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Lunn Partners LLC performs its advisory services is located at 1 North Franklin Street, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-629-1800 or by fax 312-629-2622. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.lunnpartners.com.


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