AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.8 |
Non-Discretionary | $0.0 |
Total | $0.8 |
Client | AUM |
---|---|
Retail | $0.7 |
Pooled | $0.0 |
Institutional | $0.1 |
Total | $0.8 |
Retail | Accounts | AUM |
---|---|---|
Individual | 1,256 | $0.7 |
Average Individual AUM | $585,170 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 1,256 | $0.7 |
Average Retail AUM | $585,170 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.8 |
Retail SMA AUM | $0.7 |
Institutional SMA AUM | $0.1 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 96% | $0.8 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 1% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 1% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 2% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $67.2 | 173961 | |
WILLIAM BLAIR & COMPANY L.L.C. | $50.0 | broker-dealer | 1252 |
WILLIAM BLAIR MB INVESTMENTS GP, L.L.C. | $0.0 | - | |
WILLIAM BLAIR GLOBAL ADVANCED STRATEGIES | $0.0 | - | |
WILLIAM BLAIR INTERNATIONAL (SINGAPORE) PTE. LTD. | $0.0 | - | |
WILLIAM BLAIR ADVANCED STRATEGIES | $0.0 | - | |
WILLIAM BLAIR INTERNATIONAL, LTD | $0.0 | - | |
WILLIAM BLAIR B.V. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
Name | Title |
---|---|
WOODS, TIMOTHY, BERNARD | CHIEF COMPLIANCE OFFICER |
GLEDHILL, BRENT, WALKER | PRESIDENT, CEO |
DEVORE, RYAN, JACOB | EXECUTIVE COMMITTEE |
BRAMING, STEPHANIE, GRIESER | EXECUTIVE COMMITTEE |
CITARDI, CISSIE | EXECUTIVE COMMITTEE, GENERAL COUNSEL |
ZIMMER, MATTHEW, MONTGOMERY | EXECUTIVE COMMITTEE |
DALRYMPLE, PETER, PLENK | EXECUTIVE COMMITTEE |
SATTERFIELD, BETH, A | EXECUTIVE COMMITTEE |
SHARMA, ANURAG | EXECUTIVE COMMITTEE |
TRIMBERGER, MICHAEL, WILLIAM | CHIEF FINANCIAL OFFICER |
DUWA, ROBERT, J | EXECUTIVE COMMITTEE |
MCLAUGHLIN, SCOTT, THOMAS | EXECUTIVE COMMITTEE |
QUINN, MICHAEL, PATRICK | EXECUTIVE COMMITTEE |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.8 | $0.0 | 0% | 1 | 0 | 0% |
2024-04-02 | $0.8 | $0.0 | 0% | 1 | 0 | 0% |
2023-04-04 | $0.7 | $0.2 | 23% | 11 | -10 | -91% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IL, AK-11/01/2022, AL-11/01/2022, AR-11/01/2022, AZ-11/01/2022, CA-11/01/2022, CO-08/23/2022, CT-11/01/2022, DC-11/01/2022, DE-11/01/2022, FL-11/01/2022, GA-11/01/2022, HI-11/01/2022, IA-11/01/2022, ID-11/01/2022, IL-08/23/2022, IN-11/01/2022, KS-11/01/2022, KY-11/01/2022, LA-11/01/2022, MA-11/01/2022, MD-11/01/2022, ME-11/01/2022, MI-11/01/2022, MN-11/01/2022, MO-11/01/2022, MS-11/01/2022, MT-11/01/2022, NC-11/01/2022, ND-11/01/2022, NE-11/01/2022, NH-11/01/2022, NJ-11/01/2022, NM-11/01/2022, NV-11/01/2022, NY-11/01/2022, OH-11/01/2022, OK-11/01/2022, OR-11/01/2022, PA-11/01/2022, PR-11/01/2022, RI-11/01/2022, SC-11/01/2022, SD-11/01/2022, TN-11/01/2022, TX-11/01/2022, UT-11/01/2022, VA-11/01/2022, VI-11/01/2022, VT-11/01/2022, WA-11/01/2022, WI-11/01/2022, WV-11/01/2022, WY-11/01/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV