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| BMO Family Office LLC
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| CRD # | 110264 |
| SEC # | 801-56868 |
| CIK # | 0001673962 |
| AUM | 9,990.0 M (2026-01-28) |
| Employees | 130 (58% Investors, 0% Brokers) |
| Phone | 650-210-5042 |
| Address | 320 South Canal Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | FCM Private Equity 2020 LLC | 2021-01-28 | 76.6 M | |
| Other | FCM Real Assets 2020 LLC | 2021-01-28 | 15.5 M | |
| Other | FCM Real Assets 2019 LLC | 2020-01-24 | 7.6 M | |
| PE | FCM Private Equity 2018 LLC | 2019-01-18 | 62.1 M | |
| Other | CFO 70 | 2018-01-29 | 0.0 M | |
| Other | CFO 66 | 2016-12-19 | ||
| Other | CFO 68 | 2016-12-19 | ||
| PE | FCM Private Equity 2016 LLC | 2016-12-19 | 33.3 M | |
| Other | CFO 67 | 2016-01-28 | ||
| Other | FCM Emerging Markets LLC | 2016-01-28 | 98.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 9.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,101 | 10.0 |
| By Discretionary | ||
| Discretionary | 5,052 | 9.8 |
| Non-Discretionary | 49 | 0.2 |
| Total | 5,101 | 10.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 9.7 | |
| Total | 5,101 | 10.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bmo Asset Management Corp | Executive Officer | 12 | 6 | |
| Robert Gray | Executive Officer | 42 | 4 | |
| Mark Thomas | Executive Officer | 30 | 4 | |
| Craig Rawlins | Executive Officer | 5 | 4 | |
| Curtis Fintel | Executive Officer | 5 | 3 | |
| Kristi Hanson | Executive Officer | 4 | 2 | |
| Karen Harding | Executive Officer | 4 | 2 | |
| Michael Finan | Executive Officer | 4 | 2 | |
| Garbis Mechigian | Executive Officer | 4 | 2 | |
| Ctc Consulting LLC Ctc Consulting LLC | Executive Officer | 3 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001673962] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.9B |
| Clients | 15 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300Q5VSG1J1MYQL30 |
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