Kovitz Investment Group Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Kovitz Investment Group Partners LLC
CRD #282241
SEC #801-107054
CIK #1665198
AUM $5.0 BB (100% Disc, 100% US, 2020-03-30)
Employees80 (45% Investors, 54% Brokers)
Phone312-334-7300
Address115 S LaSalle Street
Chicago, IL 60603
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02010201320172021
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
View All
Holdings by Sector ($)
1.71.41.00.70.30.02017201820192020
Type Private Fund Form D Sold ($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
6.3
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
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com