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| Kovitz Investment Group Partners LLC
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| CRD # | 282241 |
| SEC # | 801-107054 |
| CIK # | 0001665198 |
| AUM | $31.7 B (2025-04-01) |
| Employees | 372 (49% Investors, 1% Brokers) |
| Phone | 312-334-7300 |
| Address | 71 S Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.8 | ||
| Apple Inc | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Powell Industries Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Thermo Fisher Scientific Inc | 0.3 | ||
| Intercontinentalexchange Group Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Telemus Life Science Real Estate Fund LLC | 2021-03-29 | 10.6 | |
| HF | Telemus Decorrelation Opportunity Fund LP | [2017-03-21] | 20.4 | 3.4 |
| HF | Anchor Capital Partners I LP | 2012-02-15 | 17.9 | |
| HF | New Millennium Fundamental Hedged Equity LP | 2012-02-15 | 47.9 | |
| HF | New Millennium Fundamental Hedged Equity QP LP | 2012-02-15 | 75.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,000 | 6.2 |
| (b) Individuals (high net worth individuals) | 4,711 | 19.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.1 |
| (g) Pension and profit sharing plans | 309 | 1.2 |
| (h) Charitable organizations | 118 | 0.4 |
| (i) State or municipal government entities | 5 | 0.4 |
| (j) Other investment advisers | 8 | 0.5 |
| (k) Insurance companies | 7 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 393 | 1.7 |
| (n) Other | 13 | 0.0 |
| Total | 38,915 | 31.7 |
| By Discretionary | ||
| Discretionary | 38,141 | 29.5 |
| Non-Discretionary | 774 | 2.2 |
| Total | 38,915 | 31.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.7 | |
| Total | 38,915 | 31.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Eric Oppenheim | 6 | ||
| Gary Ran | 5 | ||
| David Post | 9 | ||
| Telemus Capital LLC | 2 | ||
| Robert Schlagheck | 2 | ||
| Telemus Decorrelation Opportunity GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665198] | |
| SC 13G | [0001665198] |
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