|
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| Envestnet Portfolio Solutions Inc
✚
|
|
|---|---|
| CRD # | 109662 |
| SEC # | 801-43579 |
| CIK # | |
| AUM | $35.8 BB (2023-03-31) |
| Employees | 459 (66% Investors, 0% Brokers) |
| Phone | 312-827-2800 |
| Address | 35 E Wacker Dr Chicago, IL 60601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155,829 | 30.1 |
| (b) Individuals (high net worth individuals) | 4,257 | 9.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 544 | 1.6 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,296 | 3.1 |
| (n) Other | 266 | 0.1 |
| Total | 163,192 | 44.6 |
| By Discretionary | ||
| Discretionary | 163,192 | 44.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163,192 | 44.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.6 | |
| Total | 163,192 | 44.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sands Capital Management LLC
✚
|
VA | 38.9 |
|
Causeway Capital Management LLC
✚
|
CA | 34.9 |
|
Rockefeller Financial LLC
✚
|
NY | 34.7 |
|
Betterment LLC
✚
|
NY | 34.3 |
|
Jarislowsky Fraser Limited
✚
|
34.1 | |
|
Calvert Research and Management
✚
|
DC | 33.6 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 33.5 |
|
Jasper Ridge Partners LP
✚
|
TX | 33.1 |
|
Beutel Goodman & Company Ltd
✚
|
32.2 | |
|
Atlanta Capital Management Company LLC
✚
|
GA | 31.8 |