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| BMO Family Office LLC
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| |
|---|---|
| CRD # | 110264 |
| SEC # | 801-56868 |
| CIK # | 0001673962 |
| AUM | $6.1 BB (2024-01-29) |
| Employees | 135 (56% Investors, 0% Brokers) |
| Phone | 650-210-5000 |
| Address | 320 South Canal Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMZN | 1,093.0 | 46.4 | |
| AAPL | 2,382.8 | 17.7 | |
| TSLA | 723.4 | 11.5 | |
| MSFT | 1,918.2 | 8.2 | |
| RY | 136.4 | 8.2 | |
| NVDA | 399.6 | 7.9 | |
| TD | 118.7 | 4.9 | |
| GOOGL | 1,475.1 | 4.4 | |
| BNS | 71.2 | 3.4 | |
| META | 434.9 | 3.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | FCM Private Equity 2020 LLC | 2021-01-28 | 29.2 | |
| Other | FCM Real Assets 2020 LLC | 2021-01-28 | 8.5 | |
| Other | FCM Real Assets 2019 LLC | 2020-01-24 | 8.3 | |
| PE | FCM Private Equity 2018 LLC | 2019-01-18 | 0.0 | |
| Other | CFO 70 | 2018-01-29 | 0.0 | |
| Other | CFO 66 | 2016-12-19 | 0.0 | |
| Other | CFO 68 | 2016-12-19 | 0.0 | |
| PE | FCM Private Equity 2016 LLC | 2016-12-19 | 37.0 | |
| Other | CFO 67 | 2016-01-28 | 0.0 | |
| Other | FCM Emerging Markets LLC | 2016-01-28 | 54.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 59 | 6.0 |
| (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 | 0.1 |
| (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 | 8,375 | 6.1 |
| By Discretionary | ||
| Discretionary | 8,320 | 6.0 |
| Non-Discretionary | 55 | 0.1 |
| Total | 8,375 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 5.8 | |
| Total | 8,375 | 6.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| BMO Asset Management Corp | 12 | |||
| Robert Gray | 40 | |||
| Mark Thomas | 29 | |||
| Craig Rawlins | 5 | |||
| Curtis Fintel | 5 | |||
| Karen Harding | 4 | |||
| Kristi Hanson | 4 | |||
| Michael Finan | 4 | |||
| Garbis Mechigian | 4 | |||
| Ctc Consulting LLC Ctc Consulting LLC | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001673962] |
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