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| Ariel Investments LLC
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|
|---|---|
| CRD # | 108211 |
| SEC # | 801-18767 |
| CIK # | 0000936753 |
| AUM | $13.4 BB (2024-08-30) |
| Employees | 101 (29% Investors, 24% Brokers) |
| Phone | 312-726-0140 |
| Address | 200 East Randolph Street Chicago, IL 60601-6505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JLL | 8.6 | 0.3 | |
| GNRC | 13.9 | 0.3 | |
| MAT | 8.2 | 0.2 | |
| ADT | 5.8 | 0.2 | |
| LAZ | 3.3 | 0.2 | |
| AMG | 4.7 | 0.2 | |
| MSGE | 1.8 | 0.2 | |
| NTRS | 20.5 | 0.2 | |
| CHKP | 15.6 | 0.2 | |
| CLB | 0.9 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Ariel International Dm/Em LLC | [2017-03-27] | 683.3 | 159.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 0.0 |
| (b) Individuals (high net worth individuals) | 55 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 4.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 25 | 1.9 |
| (h) Charitable organizations | 24 | 0.6 |
| (i) State or municipal government entities | 28 | 3.8 |
| (j) Other investment advisers | 6 | 0.0 |
| (k) Insurance companies | 6 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 13.4 |
| By Discretionary | ||
| Discretionary | 181 | 13.4 |
| Non-Discretionary | 2 | 0.0 |
| Total | 183 | 13.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.4 | |
| Total | 183 | 13.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Emma Rodriguezayala | 35 | |||
| John Rogers Jr | 7 | |||
| Arne Duncan | 6 | |||
| Fazal Merchant | 5 | |||
| Judy Smith | 3 | |||
| Mellody Hobson | 3 | |||
| Valerie Jarrett | 2 | |||
| NA Entity Ariel Distributors LLC | 1 | |||
| Heather Tookes PhD | 1 | |||
| Paula Wolff | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000936753] | |
| SC 13G | [0000936753] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wintrust Investments LLC
✚
|
IL | 14.4 |
|
Nationwide Investment Advisors LLC
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|
OH | 14.3 |
|
Envestnet Retirement Solutions LLC
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IL | 14.3 |
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We Family Offices LLC
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FL | 13.9 |
|
CSOP Asset Management Limited
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|
13.7 | |
|
Integrated Wealth Concepts LLC
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MA | 13.5 |
|
Jensen Investment Management Inc
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|
OR | 13.4 |
|
Madison Investment Advisors LLC
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WI | 13.2 |
|
Mycio Wealth Partners LLC
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PA | 13.0 |
|
Advanced Research Investment Solutions LLC
✚
|
CA | 12.9 |