William Blair Investment Management, LLC
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Overview
William Blair Investment Management, LLC operates as a financial advisor company that has its headquarters in Chicago, Illinois. It administers $56.0 billion in assets under management over 1,094 accounts, placing it among the largest firms in the United States by assets under management (AUM). William Blair Investment Management, LLC has a large team, including 144 financial advisors. William Blair Investment Management, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like options, bonds and equities.
William Blair Investment Management, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices for the client's account without requiring client approval. The advisory firm manages an average of $51.2 million for each account. The typical financial advisor at William Blair Investment Management, LLC manages about eight client accounts, placing it among the more personalized advisor firms in the country.
The firm's headquarters is located at 150 North Riverside Plaza, Chicago, Illinois 60606-1598. William Blair Investment Management, LLC is registered to provide services to investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
William Blair Investment Management, LLC by the Numbers
$56.0 billion
377
1,094
$51.2 million
Fee Structure
Fees charged by financial advisors largely depend on which service is provided. However, fees billed by the company most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by William Blair Investment Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
William Blair Investment Management, LLC manages money for a number of different clients. William Blair Investment Management, LLC works with 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 1,094 accounts, William Blair Investment Management, LLC's biggest client group is other, although it also caters to six high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 4% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0.56%
- Other Individuals - 0%
- Corporations - 93.28%
- Charitable Organizations - 6.16%
* 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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