The Mather Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Mather Group LLC
CRD #156005
SEC #801-72156
CIK #0001527641
AUM $10.5 BB (2024-08-09)
Employees 163 (50% Investors, 0% Brokers)
Phone630-537-1078
Address353 N Clark Street
Chicago, IL 60654
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
151296302009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
LII 7.3 0.6
XOM 385.5 0.1
AAPL 2,382.8 0.1
MSFT 1,918.2 0.0
 
 
 
 
 
 
 
Holdings by Sector ($BB)
10.08.06.04.02.00.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other PF1 2019-02-06 5.6
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,860 0.9
(b) Individuals (high net worth individuals) 2,379 9.6
(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 4 0.0
(h) Charitable organizations 2 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 15,974 10.5
By Discretionary
Discretionary 13,029 9.3
Non-Discretionary 2,945 1.2
Total 15,974 10.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 10.5
Total 15,974 10.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001527641]
Comparable Firms State AUM ($BB)
Park Avenue Securities LLC
NY 11.9
Investment Research & Advisory Group Inc
GA 11.5
Brown Capital Management LLC
AR 10.7
Ameritas Advisory Services LLC
NE 10.3
Circle Wealth Management LLC
NJ 10.2
IFP Advisors LLC
FL 9.8
Fiduciary Counselling Inc
MN 9.5
Bleakley Financial Group LLC
NJ 9.2
Vontobel Swiss Financial Advisers AG
9.0
Sentinel Pension Advisors Inc
MA 9.0
Terms | Privacy | Guide
tony@aum13f.com