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