WILLIAM BLAIR & COMPANY L.L.C.
Latest filing: May 14, 2024 (325 days ago)
AUM
$49,981,350,919
0% change vs. 1 year ago
0% change vs. 3 years ago
51% change vs. 5 years ago
-27% change vs. 10 years ago
Employee Count
440
0% change vs. 1 year ago
35% change vs. 3 years ago
59% change vs. 5 years ago
24% 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| KELSEY STELLA | CHICAGO | IL | S66|2015-01-27 | ||||||
| ARGIRIS KANTZAVELOS | CHICAGO | IL | S63|2002-12-06|S65|2003-01-10 | ||||||
| DANIEL GRANT | CHICAGO | IL | S63|1986-11-26|S65|1998-02-09 | ||||||
| WILLIAM MELKA | CHICAGO | IL | S63|2001-05-08|S66|2002-12-30 | ||||||
| JOHN MCANDREW | CHICAGO | IL | S66|2015-11-18 | CERTIFIED FINANCIAL PLANNER | |||||
| BENJAMIN WEYERS | CHICAGO | IL | S63|2012-07-28 | CHARTERED FINANCIAL ANALYST | |||||
| LORI HANSEN | CHICAGO | IL | S63|1991-07-31|S65|1999-11-24 | ||||||
| RYAN DIMAS | CHICAGO | IL | S63|1996-01-18|S65|2000-12-20 | ||||||
| WILLIAM RYAN | CHICAGO | IL | S63|1995-02-07|S65|2019-01-29 | ||||||
| KATRINA STANTON | CHICAGO | IL | S66|2016-05-27 | ||||||
| MATTHEW CLARK | CHICAGO | IL | S66|2011-08-03 | ||||||
| THOMAS THIBEAULT | CHICAGO | IL | S66|2013-11-27 | ||||||
| RYAN VILLANUEVA | CHICAGO | IL | S66|2018-07-31 | ||||||
| OSMAN GALVEZ-MATAMOROS | CHICAGO | IL | S66|2023-09-05 | ||||||
| ELIAS KUHNS | CHICAGO | IL | S66|2021-11-10 | ||||||
| MATTHEW LITFIN | CHICAGO | IL | S63|2022-11-03 | CHARTERED FINANCIAL ANALYST | |||||
| KENNETH LANGSTON | CHICAGO | IL | S63|1993-12-23|S65|1993-12-09 | ||||||
| ANIL DAKA | CHICAGO | IL | S66|2011-10-13 | ||||||
| SHIVANI PATEL | CHICAGO | IL | S66|2019-09-06 | ||||||
| ARTHUR PATERSON | CHICAGO | IL | S66|2003-09-10 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $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