BMO Family Office LLC

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BMO Family Office LLC ✚
CRD #	110264
SEC #	801-56868
CIK #	0001673962
AUM	9,990.0 M (2026-01-28)
Employees	130 (58% Investors, 0% Brokers)
Fees
Minimum
Phone	650-210-5042
Address	320 South Canal Street Chicago, IL 60606
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

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
PE	FCM Private Equity 2014 LLC	2016-01-28		12.4 M
RE	FCM Real Estate 2014 LLC	2016-01-28		8.6 M
Other	CFO 27	2014-12-18
Other	CFO 28	2014-12-18
Other	CFO 34	2014-12-18
Other	CFO 45	2014-12-18
Other	CFO 47	2014-12-18
Other	CFO 48	2014-12-18
Other	CFO 49	2014-12-18
Other	CFO 50	2014-12-18
Other	CFO 51	2014-12-18
Other	CFO 52	2014-12-18
Other	CFO 53	2014-12-18
Other	CFO 54	2014-12-18
Other	CFO 55	2014-12-18
Other	CFO 56	2014-12-18
Other	CFO 57	2014-12-18
Other	CFO 58	2014-12-18
Other	CFO 59	2014-12-18
Other	CFO 60	2014-12-18
Other	CFO 61	2014-12-18
Other	FCM Alternative II LLC	2014-12-18		26.4 M
Other	FCM Alternative LLC	2014-12-18		29.0 M
Other	FCM Fixed Income II LLC	2014-12-18		59.0 M
Other	FCM Fixed Income LLC	2014-12-18		52.4 M
Other	FCM International LLC	2014-12-18		188.8 M
Other	FCM Large Cap LLC	2014-12-18		83.4 M
PE	FCM Private Equity 2011 LLC	2014-12-18		6.1 M
PE	FCM Private Equity III LLC	2014-12-18		2.7 M
PE	FCM Private Equity II LLC	2014-12-18		12.2 M
PE	FCM Private Equity IV LLC	2014-12-18		1.2 M
PE	FCM Private Equity LLC	2014-12-18		0.8 M
RE	FCM Real Estate 2011	2014-12-18		0.8 M
RE	FCM Real Estate III LLC	2014-12-18		0.2 M
RE	FCM Real Estate II LLC	2014-12-18		0.0 M
RE	FCM Real Estate LLC	2014-12-18		0.1 M
Other	FCM Small Cap LLC	2014-12-18		120.2 M
HF	BA Hedge Fund Solutions LLC BA Credit Opportunities Hedge Fund	2013-04-01		2.3 M
HF	BA Hedge Fund Solutions LLC BA Global Opportunties	2013-04-01		10.1 M
HF	BA Hedge Fund Solutions LLC BA Hedged Equity Fund	2013-04-01		62.5 M
HF	BA Hedge Fund Solutions LLC BA Low Volatility	2013-04-01		2.4 M
HF	BA HFS LLC BA International Hedged Equity Fund	2013-04-01		48.7 M
Other	CFO 1	2012-03-30
Other	CFO 10	2012-03-30
Other	CFO 11	2012-03-30
Other	CFO 12	2012-03-30
Other	CFO 13	2012-03-30
Other	CFO 14	2012-03-30
Other	CFO 15	2012-03-30
Other	CFO 16	2012-03-30
Other	CFO 17	2012-03-30
Other	CFO 18	2012-03-30
Other	CFO 19	2012-03-30
Other	CFO 2	2012-03-30
Other	CFO 20	2012-03-30
Other	CFO 21	2012-03-30
Other	CFO 22	2012-03-30
Other	CFO 23	2012-03-30
Other	CFO 24	2012-03-30
Other	CFO 25	2012-03-30
Other	CFO 26	2012-03-30
Other	CFO 3	2012-03-30
Other	CFO 4	2012-03-30
Other	CFO5	2012-03-30
Other	CFO 6	2012-03-30
Other	CFO 7	2012-03-30
Other	CFO8	2012-03-30
Other	CFO9	2012-03-30
HF	Confluence Multi-Strategy Fund LLC	[2012-03-30]	201.3 M	1.4 M
	Filed 2019-10-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
VC	Palo Alto Investment Partners II LP	2012-03-30		0.1 M
VC	Palo Alto Investment Partners I LP	2012-03-30		0.3 M

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
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

Comparable Firms	State	AUM
CURI Capital LLC ✚	IL	11.58 B
Gerber/Taylor Management LLC ✚	TN	11.42 B
Shepherd Kaplan Krochuk LLC ✚	MA	10.88 B
Tocqueville Asset Management LP ✚	NY	10.24 B
The Cynosure Group ✚	UT	9,848.0 M
MSA Advisors LLC ✚	CA	9,647.0 M
Battery Global Advisors LLC ✚	MA	8,374.3 M
Chilton Investment Services LLC ✚	CT	8,150.1 M
ICG Advisors LLC ✚	CA	7,923.3 M
Fiduciary Trust International LLC ✚	MA	7,670.6 M

BMO Family Office LLC

Assets, Funds, Holdings