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| Happy Holidays!! thanks for using AUM13F!! |
| Hightower Advisors LLC
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| CRD # | 145323 |
| SEC # | 801-69625 |
| CIK # | 0001462245 |
| AUM | $164.8 B (2025-07-01) |
| Employees | 1,837 (48% Investors, 62% Brokers) |
| Phone | 312-962-3800 |
| Address | 200 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001462245 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Apple Inc | 2.2 | ||
| Amazon Com Inc | 1.2 | ||
| Nvidia Corp | 1.2 | ||
| Exxon Mobil Corp | 0.9 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Sharkninja Inc | 0.7 | ||
| Broadcom Inc | 0.6 | ||
| Johnson & Johnson | 0.6 | ||
| Facebook Inc | 0.5 | ||
| VISA Inc | 0.5 | ||
| SPDR Gold Trust | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | TBG Alternative Income Solutions LP | [2021-03-31] | 149.4 | 163.4 |
| HF | FGLO Capital LP | [2015-11-18] | 33.1 | 17.0 |
| Other | Teton Natural Resource Fund III LP | 2014-02-13 | 1.4 | |
| HF | Fischer Enterprise Fund LP | 2012-03-30 | 0.1 | |
| HF | Fischer Global Opportunity Fund LP | 2012-03-30 | 23.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29,909 | 16.7 |
| (b) Individuals (high net worth individuals) | 25,503 | 128.4 |
| (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 | 1 | 0.2 |
| (g) Pension and profit sharing plans | 159 | 0.7 |
| (h) Charitable organizations | 300 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 537 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 194,461 | 164.8 |
| By Discretionary | ||
| Discretionary | 185,647 | 157.9 |
| Non-Discretionary | 8,814 | 6.9 |
| Total | 194,461 | 164.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.8 | |
| United States Persons | 145.0 | |
| Total | 194,461 | 164.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brendan Lake | 120 | ||
| 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 - 2025 |
|---|---|---|
| 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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|---|---|---|
|
Nuveen Asset Management LLC
✚
|
IL | 259.9 |
|
Victory Capital Management Inc
✚
|
TX | 152.3 |
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Fort Washington Investment Advisors Inc
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OH | 84.9 |
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Metropolitan West Asset Management LLC
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CA | 82.5 |
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WCM Investment Management LLC
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CA | 74.7 |
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TCW Asset Management Company LLC
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CA | 70.4 |
|
William Blair & Company LLC
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|
IL | 58.3 |
|
Apogem Capital LLC
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|
NY | 40.6 |
|
Select Equity Group LP
✚
|
NY | 40.6 |
|
Investure LLC
✚
|
VA | 35.0 |