BMO Family Office LLC

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Assets, Funds, Holdings

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BMO Family Office LLC
✚
CRD #110264
SEC #801-56868
CIK #0001673962
AUM $8.1 B (2025-04-25)
Employees 120 (54% Investors, 0% Brokers)
Phone650-210-5042
Address320 South Canal Street
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302000200820172026
Sector Form 13F Holdings Value ($B)
Nvidia Corp 11.9
Royal Bank of Canada 8.5
Microsoft Corp 6.6
Toronto Dominion Bank 5.7
Apple Inc 5.7
Amazon Com Inc 5.4
Facebook Inc 4.0
Alphabet Inc 3.8
Bank of Nova Scotia 3.3
Netflix Inc 3.3
View All
Holdings by Sector ($B)
2502001501005002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE FCM Private Equity 2020 LLC 2021-01-28 47.8
Other FCM Real Assets 2020 LLC 2021-01-28 12.0
Other FCM Real Assets 2019 LLC 2020-01-24 8.4
PE FCM Private Equity 2018 LLC 2019-01-18 59.4
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 34.2
Other CFO 67 2016-01-28 0.0
Other FCM Emerging Markets LLC 2016-01-28 54.0
PE FCM Private Equity 2014 LLC 2016-01-28 16.9
RE FCM Real Estate 2014 LLC 2016-01-28 9.2
Other CFO 27 2014-12-18 0.0
Other CFO 28 2014-12-18 0.0
Other CFO 34 2014-12-18 0.0
Other CFO 45 2014-12-18 0.0
Other CFO 47 2014-12-18 0.0
Other CFO 48 2014-12-18 0.0
Other CFO 49 2014-12-18 0.0
Other CFO 50 2014-12-18 0.0
Other CFO 51 2014-12-18 0.0
Other CFO 52 2014-12-18 0.0
Other CFO 53 2014-12-18 0.0
Other CFO 54 2014-12-18 0.0
Other CFO 55 2014-12-18 0.0
Other CFO 56 2014-12-18 0.0
Other CFO 57 2014-12-18 0.0
Other CFO 58 2014-12-18 0.0
Other CFO 59 2014-12-18 0.0
Other CFO 60 2014-12-18 0.0
Other CFO 61 2014-12-18 0.0
Other FCM Alternative II LLC 2014-12-18 28.1
Other FCM Alternative LLC 2014-12-18 70.9
Other FCM Fixed Income II LLC 2014-12-18 42.0
Other FCM Fixed Income LLC 2014-12-18 47.9
Other FCM International LLC 2014-12-18 142.7
Other FCM Large Cap LLC 2014-12-18 72.3
PE FCM Private Equity 2011 LLC 2014-12-18 6.6
PE FCM Private Equity III LLC 2014-12-18 1.6
PE FCM Private Equity II LLC 2014-12-18 7.0
PE FCM Private Equity IV LLC 2014-12-18 1.4
PE FCM Private Equity LLC 2014-12-18 0.8
RE FCM Real Estate 2011 2014-12-18 0.9
RE FCM Real Estate III LLC 2014-12-18 0.2
RE FCM Real Estate II LLC 2014-12-18 0.1
RE FCM Real Estate LLC 2014-12-18 0.1
Other FCM Small Cap LLC 2014-12-18 99.9
HF BA Hedge Fund Solutions LLC BA Credit Opportunities Hedge Fund 2013-04-01 2.3
HF BA Hedge Fund Solutions LLC BA Global Opportunties 2013-04-01 10.1
HF BA Hedge Fund Solutions LLC BA Hedged Equity Fund 2013-04-01 62.5
HF BA Hedge Fund Solutions LLC BA Low Volatility 2013-04-01 2.4
HF BA HFS LLC BA International Hedged Equity Fund 2013-04-01 48.7
Other CFO 1 2012-03-30 0.0
Other CFO 10 2012-03-30 0.0
Other CFO 11 2012-03-30 0.0
Other CFO 12 2012-03-30 0.0
Other CFO 13 2012-03-30 0.0
Other CFO 14 2012-03-30 0.0
Other CFO 15 2012-03-30 0.0
Other CFO 16 2012-03-30 0.0
Other CFO 17 2012-03-30 0.0
Other CFO 18 2012-03-30 0.0
Other CFO 19 2012-03-30 0.0
Other CFO 2 2012-03-30 0.0
Other CFO 20 2012-03-30 0.0
Other CFO 21 2012-03-30 0.0
Other CFO 22 2012-03-30 0.0
Other CFO 23 2012-03-30 0.0
Other CFO 24 2012-03-30 0.0
Other CFO 25 2012-03-30 0.0
Other CFO 26 2012-03-30 0.0
Other CFO 3 2012-03-30 0.0
Other CFO 4 2012-03-30 0.0
Other CFO5 2012-03-30 0.0
Other CFO 6 2012-03-30 0.0
Other CFO 7 2012-03-30 0.0
Other CFO8 2012-03-30 0.0
Other CFO9 2012-03-30 0.0
HF Confluence Multi-Strategy Fund LLC [2012-03-30] 201.3 1.5
VC Palo Alto Investment Partners II LP 2012-03-30 0.1
VC Palo Alto Investment Partners I LP 2012-03-30 0.3
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) 64 8.0
(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 0.2
(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 5,520 8.1
By Discretionary
Discretionary 5,447 8.0
Non-Discretionary 73 0.2
Total 5,520 8.1
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 7.9
Total 5,520 8.1
Form D Directors # Filings # Firms 2011 - 2025
BMO Asset Management Corp 12
Robert Gray 40
Mark Thomas 29
Craig Rawlins 5
Curtis Fintel 5
Karen Harding 4
Garbis Mechigian 4
Kristi Hanson 4
Michael Finan 4
Ctc Consulting LLC Ctc Consulting LLC 3
View All
EDGAR Form CIK 2011 - 2025
13F-NT [0001673962]
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The Bollard Group LLC
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The Cynosure Group
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EJF Capital LLC
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Stamos Capital Partners LP
✚
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