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| Happy Holidays!! thanks for using AUM13F!! |
| Ariel Investments LLC
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| CRD # | 108211 |
| SEC # | 801-18767 |
| CIK # | 0000936753 |
| AUM | $12.4 B (2025-04-28) |
| Employees | 120 (25% Investors, 20% Brokers) |
| Phone | 312-726-0140 |
| Address | 200 East Randolph Street Chicago, IL 60601-6505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Madison Square Garden Entertainment Corp | 0.3 | ||
| Madison Square Garden Entertainment Corp | 0.3 | ||
| Mattel Inc /DE/ | 0.3 | ||
| Lazard Ltd | 0.3 | ||
| Onespaworld Holdings Ltd | 0.3 | ||
| Affiliated Managers Group Inc | 0.3 | ||
| Generac Holdings Inc | 0.3 | ||
| Jones Lang LaSalle Inc | 0.3 | ||
| Norwegian Cruise Line Holdings Ltd | 0.3 | ||
| Carlyle Group LP | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Ariel Emerging Markets Value Fund LLC | 2025-03-12 | 4.9 | |
| Other | Ariel International Dm/Em LLC | [2017-03-27] | 684.8 | 89.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 4.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 22 | 1.8 |
| (h) Charitable organizations | 26 | 0.9 |
| (i) State or municipal government entities | 28 | 3.2 |
| (j) Other investment advisers | 6 | 0.0 |
| (k) Insurance companies | 4 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 12.4 |
| By Discretionary | ||
| Discretionary | 168 | 12.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 168 | 12.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.3 | |
| Total | 168 | 12.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Emma Rodriguezayala | 37 | |||
| John Rogers Jr | 10 | |||
| Arne Duncan | 7 | |||
| Fazal Merchant | 6 | |||
| Judy Smith | 4 | |||
| Mellody Hobson | 4 | |||
| Valerie Jarrett | 3 | |||
| Anthony Romero | 2 | |||
| Ariel Investments LLC | 2 | |||
| Heather Tookes PhD | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000936753] | |
| SC 13G | [0000936753] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mason Investment Advisory Services Inc
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|
VA | 13.2 |
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Loring Wolcott & Coolidge Fiduciary Advisors LLP
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MA | 12.9 |
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Westwood Management Corp
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TX | 12.8 |
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Dolan McEniry Capital Management LLC
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IL | 12.6 |
|
Clarfeld Financial Advisors LLC
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NY | 12.2 |
|
Vident Advisory LLC
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GA | 12.1 |
|
Sarofim Trust Co LTA
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TX | 12.0 |
|
Mairs and Power Inc
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|
MN | 12.0 |
|
Westwood Global Investments LLC
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|
MA | 11.8 |
|
Gilder Gagnon Howe & Co LLC
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|
NY | 11.6 |