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Malinda Helen Distefano

Chicago Capital, LLC

Chicago, IL

CRD 4448174

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Employer firm

Chicago Capital, LLC CRD 291624

$4.82B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • RESEARCH CONTRIBUTOR SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Chicago Capital, Llc

550 W. Washington Blvd. Ste. 1650, Chicago, IL 60661 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-18
IL RA APPROVED 2018-04-13
  • TX RA
    APPROVED
    Since 2019-04-18
  • IL RA
    APPROVED
    Since 2018-04-13

Branch Locations

550 W. Washington Blvd. Ste. 1650, Chicago, IL 60661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William Blair & Company Chicago IL 06/2014 02/2018
Chicago Capital, Llc Chicago IL 02/2018 Present
  • 06/2014 → 02/2018
    William Blair & Company
    Chicago, IL
  • 02/2018 → Present
    Chicago Capital, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-14
S65 Uniform Investment Adviser Law Examination 2000-11-27
  • S63 Uniform Securities Agent State Law Examination
    2001-11-14
  • S65 Uniform Investment Adviser Law Examination
    2000-11-27

View on SEC IAPD

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