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William Blair & Company LLC
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CRD # | 1252 |
SEC # | 801-688 |
CIK # | 0000012518, 0001644956 |
AUM | $50.0 BB (2024-05-14) |
Employees | 440 (41% Investors, 91% Brokers) |
Phone | 312-236-1600 |
Address | 150 North Riverside Plaza Chicago, IL 60606 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 2.0 | |
NVDA | 399.6 | 1.6 | |
TSM | 437.4 | 1.5 | |
GOOGL | 1,475.1 | 1.4 | |
AMZN | 1,093.0 | 1.3 | |
AAPL | 2,382.8 | 0.8 | |
MA | 309.6 | 0.7 | |
MELI | 33.5 | 0.5 | |
LIN | 147.5 | 0.5 | |
CG | 11.9 | 0.5 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | William Blair MB Investments LP - CXT 2022 Series | [2023-01-11] | 0.0 | 4.8 |
PE | William Blair MB Investments LP - BRPE FIII 2022 Series | [2022-09-26] | 0.0 | 0.1 |
PE | William Blair MB Investments LP - HC FII 2021 Series | [2022-06-14] | 0.0 | 7.5 |
PE | William Blair MB Investments LP - HII 2022 Eries | [2022-06-14] | 0.0 | 6.3 |
PE | William Blair MB Investments LP - ITYC 2022 Series | [2022-04-11] | 0.0 | 2.5 |
PE | William Blair MB Investments LP - PCTI 2022 Series | [2022-04-11] | 0.0 | 6.8 |
PE | William Blair MB Investments LP - TCP FIII 2022 Series | [2022-04-11] | 0.0 | 4.5 |
PE | William Blair MB Investments LP - FICI 2022 Series | [2022-03-07] | 0.0 | 9.7 |
PE | William Blair MB Investments LP - HV FIII 2021 Series | [2022-02-09] | 0.0 | 1.5 |
PE | William Blair MB Investments LP - M13V FIII 2021 Series | [2022-02-09] | 0.0 | 6.1 |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 22,553 | 5.0 |
(b) Individuals (high net worth individuals) | 9,620 | 35.8 |
(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 | 28 | 0.1 |
(g) Pension and profit sharing plans | 94 | 0.2 |
(h) Charitable organizations | 35 | 0.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 646 | 0.8 |
(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 | 1,255 | 7.0 |
(n) Other | 303 | 0.9 |
Total | 49,755 | 50.0 |
By Discretionary | ||
Discretionary | 42,072 | 46.2 |
Non-Discretionary | 7,683 | 3.8 |
Total | 49,755 | 50.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 49.7 | |
Total | 49,755 | 50.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
John Moore | 57 | |||
Richard Kiphart | 15 | |||
Advanced Strategies LLC William Blair | 25 | |||
Richard Smirl | 25 | |||
Michelle Seitz | 24 | |||
Arthur Simon | 15 | |||
Robert Newman | 13 | |||
Edgar Jannotta | 4 | |||
James Wildman | 21 | |||
General Partner William Blair Mb Investments GP LLC | 21 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001644956] | |
SC 13G | [0001644956] |
Related Firms | State | AUM ($BB) |
---|---|---|
William Blair Investment Management LLC
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|
IL | 67.2 |
William Blair & Company LLC
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|
IL | 50.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
WCM Investment Management LLC
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|
CA | 66.6 |
TCW Asset Management Company LLC
✚
|
CA | 64.2 |
MIO Partners Inc
✚
|
NY | 47.8 |
Select Equity Group LP
✚
|
NY | 46.6 |
Apogem Capital LLC
✚
|
NY | 41.8 |
Investure LLC
✚
|
VA | 32.2 |
First Manhattan Co LLC
✚
|
NY | 31.8 |
BTG Pactual Asset Management US LLC
✚
|
NY | 27.8 |
Oppenheimer & Co Inc
✚
|
NY | 27.5 |
Rockefeller & Co LLC
✚
|
NY | 27.4 |