|
⚲
|
| William Blair Investment Management LLC
✚
| |
|---|---|
| CRD # | 173961 |
| SEC # | 801-80640 |
| CIK # | 0001644956, 0000012518 |
| AUM | $67.2 BB (2024-03-28) |
| Employees | 377 (38% Investors, 33% Brokers) |
| Phone | 312-236-1600 |
| Address | 150 North Riverside Plaza Chicago, IL 60606-1598 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | William Blair New Energy Opportunities Fund LLC | [2023-03-29] | 4.8 | 1.7 |
| Other | William Blair US Equity Sustainability Fund LLC | [2021-03-30] | 8.6 | 2.2 |
| Other | William Blair Global Leaders Concentrated Fund LLC | [2020-03-25] | 4.9 | 5.1 |
| HF | William Blair Absolute Return Currency Fund LLC | [2019-03-26] | 110.1 | 0.0 |
| Other | William Blair Emerging Markets Growth Fund LLC | [2019-03-26] | 775.4 | 383.7 |
| Other | William Blair Emerging Markets Leaders Fund LLC | [2019-03-26] | 319.2 | 300.8 |
| Other | William Blair International Leaders Concentrated Fund LLC | [2019-03-26] | 26.7 | 17.1 |
| Other | William Blair China A-Shares Growth Fund LP | [2018-03-27] | 138.1 | 94.7 |
| Other | William Blair Emerging Markets Leaders Concentrated Fund LLC | [2018-03-27] | 7.3 | 1.4 |
| Other | William Blair International Leaders Fund LLC | [2017-03-29] | 472.1 | 374.1 |
| View All | ||||
| 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) | 6 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 32 | 14.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 67 | 17.3 |
| (g) Pension and profit sharing plans | 89 | 8.7 |
| (h) Charitable organizations | 66 | 2.2 |
| (i) State or municipal government entities | 55 | 10.9 |
| (j) Other investment advisers | 23 | 0.6 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 1.2 |
| (m) Corporations or other businesses not listed above | 12 | 0.4 |
| (n) Other | 735 | 0.3 |
| Total | 1,094 | 56.0 |
| By Discretionary | ||
| Discretionary | 1,094 | 56.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,094 | 56.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.7 | |
| United States Persons | 49.3 | |
| Total | 1,094 | 56.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Moore | 57 | ||
| Richard Kiphart | 15 | ||
| Howard Smith | 39 | ||
| Advanced Strategies LLC William Blair | 25 | ||
| Richard Smirl | 25 | ||
| Michelle Seitz | 24 | ||
| Arthur Simon | 15 | ||
| Robert Newman | 13 | ||
| Edgar Jannotta | 4 | ||
| Matthew Calhoun | 3 | ||
| Michael Campbell | 48 | ||
| Stephanie Braming | 16 | ||
| Cissie Citardi | 10 | ||
| Collette Garavalia | 9 | ||
| Mike Wills | 5 | ||
| William Blair Advanced Strategies LLC | 3 | ||
| William Blair & Company LLC | 2 | ||
| W Greig | 2 | ||
| John Ettelson | 2 | ||
| William Blair Advanced Strategies | 2 | ||
| Brent Gledhill | 2 | ||
| Advanced Strategies William Blair Global | 5 | ||
| William Blair Investment Management LLC | 1 | ||
| Global Advanced Strategies William Blair | 1 | ||
| Colette Garavalia | 1 | ||
| Collete Garavalia | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001644956] | |
| SC 13G | [0001644956] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
William Blair Investment Management LLC
✚
|
IL | 67.2 |
|
William Blair & Company LLC
✚
|
IL | 50.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HSBC Global Asset Management Hong Kong Limited
✚
|
87.6 | |
|
RBC Global Asset Management US Inc
✚
|
MN | 79.9 |
|
Eaton Vance Management
✚
|
MA | 63.0 |
|
City National Rochdale LLC
✚
|
NY | 60.1 |
|
Pzena Investment Management LLC
✚
|
NY | 58.9 |
|
Brandywine Global Investment Management LLC
✚
|
PA | 56.0 |
|
Russell Investment Management LLC
✚
|
WA | 52.5 |
|
GW&K Investment Management LLC
✚
|
MA | 50.7 |
|
BlackRock Singapore Limited
✚
|
50.7 | |
|
Connor Clark & Lunn Investment Management Ltd
✚
|
46.2 |