Kovitz Investment Group Partners LLC


Assets, Funds, Holdings

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Kovitz Investment Group Partners LLC
CRD #282241
SEC #801-107054
CIK #1665198
AUM $5.0 BB (100% Disc, 100% US, 2020-03-30)
Employees80 (45% Investors, 54% Brokers)
Address115 S LaSalle Street
Chicago, IL 60603
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 102.1
GOOG 967,290.0 82.7
KMX 13,860.0 71.4
GM 39,780.0 69.8
JPM 291,970.0 69.4
UHAL 6,220.0 62.0
BA 81,670.0 58.2
BAC 210,640.0 57.7
MHK 6,650.0 56.6
DIS 218,470.0 53.9
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Holdings by Sector ($)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Anchor Capital Partners I LP 17.9
HF New Millennium Fundamental Hedged Equity LP 75.6
HF New Millennium Fundamental Hedged Equity QP LP 71.8
View All
Comparable Firms State AUM ($BB)
Gluskin Sheff Associates Inc
Jefferies Investment Advisers LLC
NY 5.6
Regentatlantic Capital LLC
NJ 4.9
ARK Investment Management LLC
NY 4.5
Bradley Foster & Sargent Inc
CT 4.2
Salient Capital Advisors LLC
TX 3.9
Ingalls & Snyder LLC
NY 3.9
Wainwright Investment Counsel LLC
MA 3.8
Bailard Inc
CA 3.6
Fenimore Asset Management Inc
NY 3.4
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