Overview
Assets Under Management: $67.2 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 4
Average Client Assets: $5.5 million
Frequently Asked Questions
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173961), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is headquartered in CHICAGO, IL.
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC serves 4 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $67.2 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.03%
Average Client Assets: $5.5 million
Total Client Accounts: 1,115
Discretionary Accounts: 1,115
Regulatory Filings
CRD Number: 173961
Filing ID: 1859559
Last Filing Date: 2024-03-28 16:44:00