Stephens Investment Management Group LLC

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Stephens Investment Management Group LLC
CRD #136369
SEC #801-64675
CIK #0000757657, 0001427999, 0001314440, 0001957244, 0000094074, 0001349475
AUM $7.0 BB (2024-03-27)
Employees 22 (32% Investors, 14% Brokers)
Phone800-458-6589
Address111 Center Street
Little Rock, AR 72201
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02003201020172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 80 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 5.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 8 1.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 6 0.2
(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 14 0.1
(n) Other 17 0.1
Total 130 7.0
By Discretionary
Discretionary 130 7.0
Non-Discretionary 0 0.0
Total 130 7.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.0
Total 130 7.0
EDGAR Form CIK 2011 - 2024
13F-HR [0000757657]
4 [0000757657]
SC 13G [0000757657]
13F-HR [0001314440]
SC 13G [0001314440]
SC 13G [0001349475]
13F-HR [0001427999]
3 [0001427999]
4 [0001427999]
SC 13D [0001427999]
SC 13G [0001427999]
Form 3/4/5 Subject 2011 - 2024
Sg-1890 LLC
Campbell Elizabeth Stephens
Stephens W. R. Jr.
Stephens Group, LLC
Conns Inc
Westrock Coffee Co
SG-Coffee, LLC
CS Disco, Inc.
SG-Disco, LLC
Stephens Inc /AR/
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