KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest filing: Jan 28, 2025 (82 days ago)
AUM
$11,290,749,061
0% change vs. 1 year ago
45% change vs. 3 years ago
124% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
392
138% change vs. 1 year ago
336% change vs. 3 years ago
390% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CHICAGO, IL
71 S WACKER DRIVE, CHICAGO, IL, UNITED STATES, 60606
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $10.6 |
| Non-Discretionary | $0.6 |
| Total | $11.3 |
| Client | AUM |
|---|---|
| Retail | $7.7 |
| Pooled | $1.3 |
| Institutional | $2.2 |
| Total | $11.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,797 | $0.6 |
| Average Individual AUM | $348,158 | |
| HNW | 1,907 | $7.1 |
| Average HNW AUM | $3,725,834 | |
| Retail Total | 3,704 | $7.7 |
| Average Retail AUM | $2,087,151 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $6.2 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $10.0 |
| Retail SMA AUM | $7.7 |
| Institutional SMA AUM | $2.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 47% | $4.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.5 |
| Municipal | 9% | $0.9 |
| Sovereign | 0% | $0.0 |
| IG Credit | 13% | $1.3 |
| HY Credit | 1% | $0.1 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 15% | $1.5 |
| Other Pools | 1% | $0.1 |
| Cash | 6% | $0.6 |
| Other | 3% | $0.3 |
| Total | 100% | $10.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | $9.0 | 109901 | |
| CONNECTUS WEALTH, LLC | $8.7 | 310912 | |
| STRATEGIC WEALTH PARTNERS GROUP, LLC | $3.5 | 174052 | |
| INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC | $1.7 | 175084 | |
| DORCHESTER WEALTH MANAGEMENT COMPANY | $1.3 | 221519 | |
| ORIGIN CREDIT ADVISERS, LLC | $0.4 | 324839 | |
| KOVITZ INSURANCE SERVICES, LLC | $0.0 | - | |
| TELEMUS DECORRELATION OPPORTUNITY GP, LLC | $0.0 | - | |
| OIG OZ-OI MANAGER III, LLC | $0.0 | - | |
| OIG OZ-OI MANAGER II, LLC | $0.0 | - | |
| OIG-MANAGER IV, LLC | $0.0 | - | |
| OIG-IPF MANAGER, LLC | $0.0 | - | |
| KRE MANAGER, LLC | $0.0 | - | |
| TELEMUS INSURANCE SERVICES, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
20 active
| Name | Title |
|---|---|
| KOVITZ, MITCHELL, ARMIN | CHIEF EXECUTIVE OFFICER, CHAIRMAN, CO-CHIEF INVESTMENT OFFICER |
| SHAPIRO, JONATHAN, A | VICE PRESIDENT |
| BRENNER, MARC, STUART | VICE CHAIRMAN |
| RUPP, THEODORE, JAY | CO-PRESIDENT |
| CONTRERAS, ROBERT, ANTHONY | CO-PRESIDENT, GENERAL COUNSEL, SECRETARY |
| HIRSH, JOEL, DAVIDSON | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER |
| RADEN, CAROLYN, ELAINE | VICE PRESIDENT, CHIEF FINANCIAL OFFICER |
| ROSLAND, MARK, CHRISTOPHER | VICE PRESIDENT |
| WILSON, JEREMY, MARK | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
96 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MITCHELL KOVITZ | CHICAGO | IL | S63|1998-03-19 | ||||||
| PETER CROWELL | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL FENGER | CHICAGO | IL | S65|2005-03-16 | ||||||
| MARK ROSLAND | CHICAGO | IL | S66|2003-11-21 | ||||||
| BRUCE WEININGER | CHICAGO | IL | S63|2005-02-28 | CERTIFIED FINANCIAL PLANNER | |||||
| KIRILL VOROBEYCHIK | CHICAGO | IL | S63|1998-12-28|S65|1999-03-31 | ||||||
| BENJAMIN BREMEN | CHICAGO | IL | S65|2013-02-15 | CERTIFIED FINANCIAL PLANNER | |||||
| KENDALL NAVIN | CHICAGO | IL | S66|2018-10-22 | ||||||
| KYLE DEAL | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL KARMIN | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| ROBERT STONE | CHICAGO | IL | S63|1987-07-24|S65|2010-06-22 | ||||||
| MATTHEW MUELLER | CHICAGO | IL | S65|2013-08-01 | ||||||
| KATHY KLEIN | CHICAGO | IL | S63|1990-02-27|S65|2001-03-13 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSEPH THOMPSON | CHICAGO | IL | S66|2015-03-02 | ||||||
| ANDREW COHN | CHICAGO | IL | S65|2015-06-29|S63|2014-04-24 | ||||||
| ASHLEY BEBEAU | CHICAGO | IL | S65|2008-11-06 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM WALLBANK | CHICAGO | IL | S65|2013-08-19 | ||||||
| ANDREW BASS | CHICAGO | IL | S65|2010-09-20|S66|2005-07-25 | PERSONAL FINANCIAL SPECIALIST | |||||
| DANIEL MURPHY | CHICAGO | IL | S65|1995-08-16 | CHARTERED FINANCIAL ANALYST | |||||
| JONATHAN SMITH | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $11.3 | $0.0 | 0% | 392 | 0 | 0% |
| 2024-04-02 | $11.3 | $0.0 | 0% | 165 | 227 | 138% |
| 2023-04-04 | $7.3 | $4.0 | 55% | 92 | 300 | 326% |
| 2022-04-01 | $7.8 | $3.5 | 45% | 90 | 302 | 336% |
| 2021-04-05 | $6.4 | $4.9 | 75% | 83 | 309 | 372% |
| 2020-04-01 | $5.0 | $6.2 | 124% | 80 | 312 | 390% |
| 2019-04-01 | $4.2 | $7.1 | 169% | 74 | 318 | 430% |
| 2018-04-02 | $3.2 | $8.1 | 252% | 55 | 337 | 613% |
| 2017-04-01 | $2.8 | $8.5 | 298% | 50 | 342 | 684% |
| 2016-04-01 | $2.7 | $8.6 | 325% | 50 | 342 | 684% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AL-01/02/2025, AR-01/02/2025, AZ-01/06/2025, CA-01/02/2025, CO-01/04/2016, CT-01/02/2025, DC-01/02/2025, DE-01/02/2025, FL-01/02/2025, GA-01/02/2025, HI-01/02/2025, IA-01/02/2025, ID-01/06/2025, IL-01/07/2016, IN-01/02/2025, KS-01/02/2025, KY-01/02/2025, LA-01/02/2025, MA-01/02/2025, MD-01/02/2025, ME-01/02/2025, MI-01/02/2025, MN-01/02/2025, MO-01/02/2025, MT-01/02/2025, NC-01/02/2025, NE-01/02/2025, NH-01/02/2025, NJ-01/02/2025, NM-01/02/2025, NV-01/02/2025, NY-01/02/2025, OH-01/02/2025, OK-01/02/2025, OR-01/02/2025, PA-01/02/2025, RI-01/02/2025, SC-01/02/2025, SD-01/02/2025, TN-01/02/2025, TX-01/02/2025, UT-01/02/2025, VA-01/02/2025, WA-01/02/2025, WI-01/02/2025, WV-01/02/2025, WY-06/04/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV