Kovitz Investment Group LLC

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Assets, Funds, Holdings

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Kovitz Investment Group LLC
CRD #127880
SEC #801-62239
CIK #0001296434
AUM
Employees 50 (46% Investors, 72% Brokers)
Phone312-334-7300
Address115 S LaSalle St
Chicago, IL 60603
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
4.03.22.41.60.80.02003201020172024
Sector Form 13F Holdings Value ($B)
Jacobs Engineering Group Inc /DE/ 0.1
Boeing Co 0.1
Quanta Services Inc 0.1
Apple Inc 0.1
J P Morgan Chase & Co 0.1
General Motors Co 0.1
Bank of America Corp /DE/ 0.1
Bank of New York Mellon Corp 0.0
Kohls Corporation 0.0
Wells Fargo & Co/MN 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02012201320152017
Type Form D Funds Date Sold ($M) AUM ($M)
PE KPH Fletcher Sidecar LLC [2015-03-31] 1.0 2.6
PE Kovitz Private Holdings LLC [2012-03-30] 39.0 37.1
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 3,030 3.1
By Discretionary
Discretionary 3,030 3.1
Non-Discretionary 0 0.0
Total 3,030 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 3,030 3.1
Form D Directors # Filings # Firms 2011 - 2025
Marc Brenner 17
Mitchell Kovitz 17
Theodore Rupp 9
Kovitz Ph Manager LLC 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001296434]
SC 13G [0001296434]
Form 13D/13G Filer Form 13D/13G Subject Filed
Kovitz Investment Group LLC Red Robin Gourmet Burgers Inc [2012-02-13]
Kovitz Investment Group LLC Biglari Holdings Inc [2012-02-13]
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