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| Hightower Advisors LLC
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|---|---|
| CRD # | 145323 |
| SEC # | 801-69625 |
| CIK # | 0001462245 |
| AUM | $130.2 BB (2024-08-21) |
| Employees | 1,816 (44% Investors, 31% Brokers) |
| Phone | 312-962-3800 |
| Address | 200 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 2.4 | |
| MSFT | 1,918.2 | 2.2 | |
| AMZN | 1,093.0 | 1.0 | |
| XOM | 385.5 | 0.9 | |
| NVDA | 399.6 | 0.8 | |
| GOOGL | 1,475.1 | 0.8 | |
| JPM | 340.2 | 0.5 | |
| JNJ | 465.6 | 0.5 | |
| LLY | 301.8 | 0.4 | |
| SN | 0.4 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | TBG Alternative Income Solutions LP | [2021-03-31] | 138.7 | 142.5 |
| HF | FGLO Capital LP | [2015-11-18] | 33.1 | 17.0 |
| Other | Teton Natural Resource Fund III LP | 2014-02-13 | 1.4 | |
| HF | Fischer Enterprise Fund LP | 2012-03-30 | 0.1 | |
| HF | Fischer Global Opportunity Fund LP | 2012-03-30 | 23.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,578 | 13.3 |
| (b) Individuals (high net worth individuals) | 23,685 | 110.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 201 | 0.9 |
| (h) Charitable organizations | 275 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 462 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 178,256 | 130.2 |
| By Discretionary | ||
| Discretionary | 169,715 | 122.9 |
| Non-Discretionary | 8,541 | 7.4 |
| Total | 178,256 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.7 | |
| United States Persons | 123.5 | |
| Total | 178,256 | 130.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Brendan Lake | 106 | ||
| Fischer & Co LP | 7 | ||
| Hightower Advisors LLC | 5 | ||
| FMA Capital GP LLC | 2 | ||
| PPB TBG MGT LLC | 1 | ||
| David Bahnsen | 1 | ||
| The Bahnsen Group | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001462245] | |
| SC 13G | [0001462245] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hightower Advisors LLC | Pacific Ethanol Inc | [2019-07-18] |
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|---|---|---|
|
Victory Capital Management Inc
✚
|
TX | 151.3 |
|
Metropolitan West Asset Management LLC
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|
CA | 102.8 |
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General Atlantic Service Company LP
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Fort Washington Investment Advisors Inc
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WCM Investment Management LLC
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TCW Asset Management Company LLC
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William Blair & Company LLC
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IL | 50.0 |
|
MIO Partners Inc
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NY | 47.8 |
|
Select Equity Group LP
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NY | 46.6 |
|
Apogem Capital LLC
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NY | 41.8 |