WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$67,246,025,476
20% change vs. 1 year ago
-4% change vs. 3 years ago
38% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

372
-1% change vs. 1 year ago
8% change vs. 3 years ago
7% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

CHICAGO, IL
150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, UNITED STATES, 60606-1598

Client AUM

Discretion AUM
Discretionary $67.2
Non-Discretionary $0.0
Total $67.2
Client AUM
Retail $0.0
Pooled $38.1
Institutional $29.1
Total $67.2
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 4 $0.0
Average HNW AUM $5,495,497
Retail Total 4 $0.0
Average Retail AUM $5,495,497

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

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $8.2
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $8.0
BANK OF NEW YORK MELLON CHICAGO-IL-USA $6.6

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $29.1
Retail SMA AUM $0.0
Institutional SMA AUM $29.1
Asset Class % AUM
Equity Exch 96% $28.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $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 4% $1.2
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $29.1

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 & COMPANY L.L.C. $50.0 broker-dealer 1252
SYSTM WEALTH SOLUTIONS LLC $0.8 321267
WILLIAM BLAIR ADVANCED STRATEGIES, L.L.C. $0.0 -
WILLIAM BLAIR INTERNATIONAL, LTD $0.0 -
WILLIAM BLAIR GLOBAL ADVANCED STRATEGIES $0.0 -
WILLIAM BLAIR INTERNATIONAL (SINGAPORE) PTE. LTD. $0.0 -
WILLIAM BLAIR B.V. $0.0 -

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

Control Persons

16 active

Name Title
RANDALL, WALTER, RAMSAY CHIEF COMPLIANCE OFFICER
GLEDHILL, BRENT, WALKER PRESIDENT, CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE MEMBER
BRAMING, STEPHANIE, GRIESER GLOBAL HEAD OF INVESTMENT MANAGEMENT, EXECUTIVE COMMITTEE MEMBER
DEVORE, RYAN, JACOB EXECUTIVE COMMITTEE MEMBER
ANDERSON, LISA, DAWN DIRECTOR OF OPERATIONS
CITARDI, CISSIE GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER
ZIMMER, MATTHEW, MONTGOMERY EXECUTIVE COMMITTEE MEMBER
DALRYMPLE, PETER, PLENK EXECUTIVE COMMITTEE MEMBER
SHARMA, ANURAG MANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER
SATTERFIELD, BETH, A CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER
TRIMBERGER, MICHAEL, WILLIAM CHIEF FINANCIAL OFFICER
DUWA, ROBERT, J EXECUTIVE COMMITTEE MEMBER
MCLAUGHLIN, SCOTT, THOMAS EXECUTIVE COMMITTEE MEMBER
QUINN, MICHAEL, PATRICK EXECUTIVE COMMITTEE MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $67.2 $0.0 0% 372 0 0%
2024-04-02 $67.2 $0.0 0% 372 0 0%
2023-04-04 $56.0 $11.2 20% 377 -5 -1%
2022-04-01 $79.7 -$12.4 -16% 389 -17 -4%
2021-04-05 $69.7 -$2.5 -4% 345 27 8%
2020-04-01 $58.4 $8.8 15% 355 17 5%
2019-04-01 $48.9 $18.4 38% 348 24 7%
2018-04-02 $63.9 $3.3 5% 356 16 4%
2017-04-01 $57.0 $10.2 18% 352 20 6%
2016-04-01 $56.0 $11.3 20% 230 142 62%
2015-04-01 $0.1 $67.1 57491% 205 167 81%

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

Other

STATE REGISTRATIONS
IL, AK-12/04/2014, AL-12/04/2014, AR-12/04/2014, AZ-12/04/2014, CA-12/04/2014, CO-12/04/2014, CT-12/04/2014, DC-12/04/2014, DE-12/04/2014, FL-12/04/2014, GA-12/04/2014, HI-12/04/2014, IA-12/04/2014, ID-12/04/2014, IL-12/08/2014, IN-12/04/2014, KS-12/04/2014, KY-12/04/2014, LA-12/04/2014, MA-12/04/2014, MD-12/04/2014, ME-12/04/2014, MI-12/04/2014, MN-12/04/2014, MO-12/04/2014, MS-12/04/2014, MT-12/04/2014, NC-12/04/2014, ND-12/04/2014, NE-12/04/2014, NH-12/04/2014, NJ-12/04/2014, NM-12/04/2014, NV-12/04/2014, NY-12/04/2014, OH-12/04/2014, OK-12/04/2014, OR-12/04/2014, PA-12/04/2014, PR-12/04/2014, RI-12/04/2014, SC-12/04/2014, SD-12/04/2014, TN-12/04/2014, TX-12/04/2014, UT-12/04/2014, VA-12/04/2014, VI-12/04/2014, VT-12/04/2014, WA-12/04/2014, WI-12/04/2014, WV-12/04/2014, WY-03/27/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV