Mitchell A. Kovitz
KOVITZ INVESTMENT GROUP PARTNERS | Principal, Founder, Co-Chief Investment Officer
CHICAGO, IL 60606
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CRD#: 1953345
Professional summary
Mitchell Armin Kovitz, who also goes by Michell Armin Kovitz, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Chicago, Illinois.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Mitchell has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Michell Armin Kovitz
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Kovitz Investment Group; Chicago, IL; Investment Related; Started 5/1/1989; Investment Advisor; CEO; CEO and Investment Officer; 200 hours per month with 150 hours during securities trading hours. 2) Chicago Capital Partners Management, LLC; Chicago, IL; Highland Park, IL; Investment Related; Started 12/1/2011; Private Equity; Chairman, head of Investment Committee; Perpetual Private equity fund; 15 hours per month with 0 hours during securities trading hours. 3) Focus Financial Partners; Investment Related, 875 3rd Ave 28th Floor New York, NY 10022, Investment advisory, Vice Chairman, Start Date 01/29/2024, 15 hours per month Devoted to Business, 13 hours per month devoted to business during security trading hours, I am Vice Chairman of Focus, on the board of directors and the strategic advisory board. Evangelist: spread the mission, vision, and values of Focus. Ambassador: meet and speak with others internally and externally on behalf of and as directed by Focus. Mentor: work with Focus and other personnel to help them achieve their full potential, overcome challenges, and become better leaders. Project Leader: lead select projects from time to time as assigned by Focus, often with the help of an assigned Project Manager from Focus. 4) Greenwod Land Holdings Manager, LLC; No; 1814 Sunnyside Ave, Highland Park, IL 60035; Manager; 9/19/23; 40 hours per month, 10 hours per month during trading hours, represent ownership and interact with management.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Armin Kovitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2016 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: 10 S Wacker Drive Suite 2600, Chicago, IL 60606RIA
CRD#: 282241
CHICAGO, IL
Past
December 22, 2020 - March 16, 2021
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Chicago, IL
Past
January 4, 2016 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
CHICAGO, IL
Past
May 28, 2004 - November 13, 2020
KOVITZ SECURITIES, LLC
BD
CRD#: 129878
CHICAGO, IL
Past
September 17, 2003 - December 31, 2015
KOVITZ INVESTMENT GROUP, LLC
RIA
CRD#: 127880
CHICAGO, IL
Past
January 18, 1996 - January 2, 2004
ROTHSCHILD INVESTMENT LLC
RIA
CRD#: 728
CHICAGO, IL
Past
May 23, 1989 - October 1, 2004
ROTHSCHILD INVESTMENT LLC
BD
CRD#: 728
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(1/4/2016)
IAR
Texas(1/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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Company Information
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Principal, Founder, Co-Chief Investment OfficerCRD#: 282241Chicago, IL 60606TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
