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| Happy Holidays!! thanks for using AUM13F!! |
| BMO Family Office LLC
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| CRD # | 110264 |
| SEC # | 801-56868 |
| CIK # | 0001673962 |
| AUM | $8.1 B (2025-04-25) |
| Employees | 120 (54% Investors, 0% Brokers) |
| Phone | 650-210-5042 |
| Address | 320 South Canal Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| 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 | |
| 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) | 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 | ||
| John Benevides | 2 | ||
| Robin Willoughby | 2 | ||
| Harris Mycfo LLC Harris Mycfo LLC | 2 | ||
| Porthos Partners LLC | 2 | ||
| Erik Lewis | 1 | ||
| BMO Family Office LLC | 1 | ||
| Scott Wickizer | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001673962] |
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CA | 6.5 |