Segall Bryant & Hamill

RIASEC RegisteredEst. 1994

Total AUM

$22.6B

Discretionary

$22.6B

100% of AUM

Avg account

$8.2M

Accounts

2,770

Employees

161

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 106505
Registered since: August 10, 1994
Website: www.sbhic.com
Custodians: BROWN BROTHERS & HARRIMAN & CO., J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies18%
Pension & Profit Sharing Plans16.33%
Insurance Companies12.16%
Other Investment Advisers9.8%
State / Municipal Government8.4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Segall Bryant & Hamill is an investment adviser organized as an LLC and registered with the SEC since the mid-1990s. The firm operates as a capital allocator and other-fund provider that serves both individual/family and institutional clients. Its advisory footprint includes portfolio management for individuals, pooled vehicles and institutional clients, plus selection of sub‑advisers and sponsor/GP activity for pooled investment vehicles. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and identifies itself as an active ESG investor. The firm’s practice leans toward separately managed account (SMA) solutions and a mix of public and private exposures; its stated asset preference includes fixed income alongside significant use of exchange‑traded equities. Segall Bryant & Hamill also acts in sponsor/manager roles for private pooled vehicles rather than only serving as a pure third‑party allocator.