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| William Blair & Company LLC
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| CRD # | 1252 |
| SEC # | 801-688 |
| CIK # | 0001644956 |
| AUM | 64.28 B (2026-03-31) |
| Employees | 492 (47% Investors, 83% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-236-1600 |
| Address | 150 North Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 1.9 | ||
| Nvidia Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Facebook Inc | 0.6 | ||
| Mastercard Inc | 0.5 | ||
| Astrazeneca PLC | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | William Blair MB Investments LP - OC 2025 Series | [2026-03-31] | 2.5 M | |
| Filed 2025-12-16 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - WD Series | [2025-03-31] | 1.0 M | |
| Filed 2021-02-03 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - CXT 2022 Series | [2023-01-11] | 4.8 M | |
| Filed 2022-10-28 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - BRPE FIII 2022 Series | [2022-09-26] | 0.1 M | |
| Filed 2022-06-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - HC FII 2021 Series | [2022-06-14] | 7.5 M | |
| Filed 2021-12-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - HII 2022 Eries | [2022-06-14] | 6.3 M | |
| Filed 2022-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - ITYC 2022 Series | [2022-04-11] | 2.5 M | |
| Filed 2022-03-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - PCTI 2022 Series | [2022-04-11] | 6.8 M | |
| Filed 2022-02-24 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - TCP FIII 2022 Series | [2022-04-11] | 4.5 M | |
| Filed 2022-03-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | William Blair MB Investments LP - FICI 2022 Series | [2022-03-07] | 9.7 M | |
| Filed 2022-02-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,242 | 7.3 |
| (b) Individuals (high net worth individuals) | 9,054 | 45.4 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 364 | 0.4 |
| (h) Charitable organizations | 31 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1,146 | 1.4 |
| (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 | 1,333 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 39,781 | 64.3 |
| By Discretionary | ||
| Discretionary | 38,800 | 58.1 |
| Non-Discretionary | 981 | 6.2 |
| Total | 39,781 | 64.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 64.1 | |
| Total | 39,781 | 64.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Moore | Executive Officer | 61 | 4 | |
| Richard Kiphart | Executive Officer | 15 | 4 | |
| Advanced Strategies LLC William Blair | Promoter | 25 | 3 | |
| Richard Smirl | Executive Officer | 25 | 3 | |
| Michelle Seitz | Executive Officer | 24 | 3 | |
| Arthur Simon | Executive Officer | 15 | 3 | |
| Robert Newman | Executive Officer | 15 | 3 | |
| Edgar Jannotta | Executive Officer | 5 | 3 | |
| General Partner William Blair MB Investments GP LLC | Promoter | 23 | 2 | |
| James Wildman | Director | 21 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001644956] | |
| SC 13G | [0001644956] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $66.8B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300J0P7XYE8BMZ775 |
| Related Firms | State | AUM |
|---|---|---|
|
William Blair Investment Management LLC
✚
|
IL | 65.60 B |
|
William Blair & Company LLC
✚
|
IL | 64.28 B |
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