William Blair Investment Management, LLC
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Overview
William Blair Investment Management, LLC is located at 150 North Riverside Plaza, Chicago, IL. The firm employs 146 financial advisors to manage client portfolios and provide financial guidance. William Blair Investment Management, LLC is not a registered broker-dealer.
William Blair Investment Management, LLC oversees $67.2 billion in assets under management across 1,115 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations, and other types of investors. The fee structure at William Blair Investment Management, LLC includes asset-based and performance-based fees. The firm has 4 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.
William Blair Investment Management, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
William Blair Investment Management, LLC by the Numbers
$67.2 billion
372
1,115
$60.3 million
Fee Structure
Fees for financial advice largely vary depending on the financial services offered. Fees charged by William Blair Investment Management, LLC most likely include some combination of the following fee types: asset-based or performance-based. The firm participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different investors. The company provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations, and other. Out of its 11 clients, William Blair Investment Management, LLC's largest client type by number of accounts is pooled investment vehicles, though it also serves 4 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 0.36%
- Other Individuals - 0%
- Corporations - 93.52%
- Charitable Organizations - 6.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
William Blair Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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