WILLIAM BLAIR & COMPANY L.L.C.

Latest filing: May 14, 2024 (169 days ago)

AUM

$49,981,350,919
20% change vs. 1 year ago
18% change vs. 3 years ago
99% change vs. 5 years ago
-25% change vs. 10 years ago

Employee Count

440
28% change vs. 1 year ago
45% change vs. 3 years ago
70% change vs. 5 years ago
28% change vs. 10 years ago

Main Office

CHICAGO, IL
150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, UNITED STATES, 60606

Client AUM

Discretion AUM
Discretionary $46.2
Non-Discretionary $3.8
Total $50.0
Client AUM
Retail $40.8
Pooled $0.1
Institutional $9.1
Total $50.0
Retail Accounts AUM
Individual 22,553 $5.0
Average Individual AUM $221,080
HNW 9,620 $35.8
Average HNW AUM $3,724,452
Retail Total 32,173 $40.8
Average Retail AUM $1,268,618

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
NATIONAL FINANCIAL SERVICES LLC BOSTON-MA-USA $40.9

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $49.9
Retail SMA AUM $40.8
Institutional SMA AUM $9.1
Asset Class % AUM
Equity Exch 59% $29.4
Equity Non-Exch 0% $0.0
Govt Agency 4% $2.0
Municipal 4% $2.0
Sovereign 0% $0.0
IG Credit 3% $1.5
HY Credit 1% $0.5
Derivatives 0% $0.0
Investment Companies 23% $11.5
Other Pools 0% $0.0
Cash 1% $0.5
Other 5% $2.5
Total 100% $49.9

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
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $67.2 173961
SYSTM WEALTH SOLUTIONS LLC $0.8 broker-dealer 321267
WILLIAM BLAIR INTERNATIONAL (SINGAPORE) PTE. LTD. $0.0 -
WILLIAM BLAIR ADVANCED STRATEGIES, L.L.C. $0.0 -
WILLIAM BLAIR MB INVESTMENTS GP, L.L.C. $0.0 -
WILLIAM BLAIR INTERNATIONAL, LTD $0.0 -
WILLIAM BLAIR GLOBAL ADVANCED STRATEGIES $0.0 -
WILLIAM BLAIR B.V. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

15 active

Name Title
GLEDHILL, BRENT WALKER PRESIDENT, CEO
DEVORE, RYAN JACOB EXECUTIVE COMMITTEE
BRAMING, STEPHANIE GRIESER EXECUTIVE COMMITTEE
RASAVONGXAY, WILLSON B CHIEF COMPLIANCE OFFICER
CITARDI, CISSIE EXECUTIVE COMMITTEE, GENERAL COUNSEL
ZIMMER, MATTHEW MONTGOMERY EXECUTIVE COMMITTEE
DALRYMPLE, PETER PLENK EXECUTIVE COMMITTEE
SATTERFIELD, BETH A EXECUTIVE COMMITTEE
SHARMA, ANURAG DR. EXECUTIVE COMMITTEE
TRIMBERGER, MICHAEL WILLIAM CFO
DUWA, ROBERT J EXECUTIVE COMMITTEE
MCLAUGHLIN, SCOTT THOMAS EXECUTIVE COMMITTEE
QUINN, MICHAEL PATRICK EXECUTIVE COMMITTEE

ADVDB.CO • SOURCE: SEC

Representatives

325 active representatives found, showing 20 random

Name City State Exams Designations
MATTHEW BARRETT CHICAGO IL S63|2000-05-13|S66|2003-05-02
EMMA SMITH CHICAGO IL S66|2021-04-09
JOHN BARNES CHICAGO IL S66|2022-10-17
JOHN CELLA CHICAGO IL S66|2019-04-15
MARIUSZ NIEDBALEC CHICAGO IL S66|2006-09-26
SUZANNE ANDERSON CHICAGO IL S63|1997-06-11|S65|2017-03-27
ANTHONY HOBAN CHICAGO IL S63|1996-07-31|S65|2016-06-10
JEFF GOLDEN CHICAGO IL S63|2002-09-06|S65|2002-09-20
EMILY GUGLIELMO CHICAGO IL S66|2017-12-29
JOSEPH TABET CHICAGO IL S63|1988-08-03|S65|2006-01-31
RYAN AIROLA CHICAGO IL S66|2007-09-06
THOMAS WILSON CHICAGO IL S63|1991-11-16|S65|1999-05-24
DANIEL GRANT CHICAGO IL S63|1986-11-26|S65|1998-02-09
JAMES BRANDAU CHICAGO IL S66|2022-11-11
JOEL DOBBS CHICAGO IL S66|2012-08-04
DAVID FORDING CHICAGO IL S66|2006-03-09
CARLETTE MCMULLAN CHICAGO IL S63|1989-04-14|S65|1998-08-24
MONICA KAMINSKI CHICAGO IL S66|2022-05-07 CHARTERED FINANCIAL ANALYST
NIKOLAY DJIBANKOV CHICAGO IL S66|2009-07-07 CHARTERED FINANCIAL ANALYST
TYLER GLOVER CHICAGO IL S63|2008-09-26 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $50.0 $0.0 0% 440 0 0%
2024-04-02 $50.0 $0.0 0% 440 0 0%
2023-04-04 $41.7 $8.3 20% 345 95 28%
2022-04-01 $50.0 $0.0 0% 326 114 35%
2021-04-05 $42.2 $7.8 18% 303 137 45%
2020-04-01 $33.0 $16.9 51% 277 163 59%
2019-04-01 $25.2 $24.8 99% 259 181 70%
2018-04-02 $32.4 $17.6 54% 240 200 83%
2017-04-01 $16.2 $33.8 208% 215 225 105%
2016-04-01 $16.3 $33.7 206% 297 143 48%
2015-04-01 $68.8 -$18.8 -27% 355 85 24%
2014-04-01 $66.8 -$16.8 -25% 344 96 28%
2013-04-01 $52.9 -$2.9 -5% 350 90 26%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IL, AK-12/04/2003, AL-12/04/2003, AR-06/08/1994, AZ-12/04/2003, CA-12/04/2003, CO-12/04/2003, CT-12/04/2003, DC-12/04/2003, DE-12/04/2003, FL-12/19/1988, GA-12/04/2003, HI-12/04/2003, IA-12/08/2003, ID-12/04/2003, IL-09/01/2000, IN-12/04/2003, KS-12/04/2003, KY-12/04/2003, LA-12/04/2003, MA-12/04/2003, MD-07/01/1994, ME-12/04/2003, MI-12/04/2003, MN-12/10/2003, MO-09/13/1994, MS-12/04/2003, MT-12/04/2003, NC-12/04/2003, ND-12/04/2003, NE-12/04/2003, NH-04/08/1994, NJ-08/03/1994, NM-12/04/2003, NV-12/04/2003, NY-03/31/2003, OH-12/04/2003, OK-12/04/2003, OR-12/04/2003, PA-12/04/2003, PR-12/04/2003, RI-12/04/2003, SC-01/06/2004, SD-12/11/2003, TN-12/05/2003, TX-12/04/2003, UT-12/04/2003, VA-12/04/2003, VI-03/29/2019, VT-01/17/1995, WA-12/04/2003, WI-08/07/1995, WV-12/04/2003, WY-03/29/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES
BROKER DEALER
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV