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| Happy Holidays!! thanks for using AUM13F!! |
| The Mather Group LLC
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| CRD # | 156005 |
| SEC # | 801-72156 |
| CIK # | 0001527641 |
| AUM | $11.7 B (2025-03-21) |
| Employees | 186 (46% Investors, 0% Brokers) |
| Phone | 888-537-1080 |
| Address | 353 N Clark Street Chicago, IL 60654 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lennox International Inc | 0.6 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | PF1 | 2019-02-06 | 5.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,622 | 0.7 |
| (b) Individuals (high net worth individuals) | 2,638 | 11.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,285 | 11.7 |
| By Discretionary | ||
| Discretionary | 13,026 | 10.9 |
| Non-Discretionary | 3,259 | 0.8 |
| Total | 16,285 | 11.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.7 | |
| Total | 16,285 | 11.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001527641] |
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