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WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

150 North Riverside Plaza
Chicago, Illinois 60606-1598
Tel: 312-236-1600

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About WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The firm was established in 12/04/2014. They have over 4 offices throughout the country.

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $67,246,025,476 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 372 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173961
SEC#801-80640
Assets Managed by Firm$67,246,025,476
No. of Clients1115
No. of Advisors372

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1115$67,246,025,476
High net worth individuals4$21,981,989
Pension and profit sharing plans87$11,024,386,874
Charitable organizations68$2,582,045,564
Other investment advisers4$635,025,185
Corporations or other businesses11$397,635,211

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