Kovitz Investment Group Partners LLC

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Assets, Funds, Holdings

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Kovitz Investment Group Partners LLC
CRD #282241
SEC #801-107054
CIK #1665198
AUM $4.2 BB (100% Disc, 100% US)
Employees74 (49% Investors, 54% Brokers)
Phone312-334-7300
Address115 S LaSalle Street
Chicago, IL 60603
Links IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
LOV 137.5 224.9
AAPL 843,560.0 121.1
JPM 341,670.0 90.8
BAC 279,520.0 85.9
GM 54,430.0 80.0
BA 226,000.0 79.4
CBS 18,310.0 78.8
JEC 10,190.0 59.7
AXP 92,400.0 58.8
KMX 10,130.0 57.6
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Anchor Capital Partners I LP
17.9
HF New Millennium Fundamental Hedged Equity LP
71.4
HF New Millennium Fundamental Hedged Equity QP LP
59.8
View All
Comparable Firms State AUM ($BB)
Jefferies Investment Advisers LLC
NY
4.6
Regentatlantic Capital LLC
NJ
4.6
Federated MDTA LLC
MA
4.2
Salient Capital Advisors LLC
TX
4.0
Bailard Inc
CA
4.0
Ingalls & Snyder LLC
NY
3.8
Wainwright Investment Counsel LLC
MA
3.5
Bradley Foster & Sargent Inc
CT
3.4
NB Alternative Investment Management LLC
NY
3.4
Fenimore Asset Management Inc
NY
3.1