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 SEC-registered limited liability company that operates as a fund provider and active capital allocator. The firm manages portfolios for individuals, pooled vehicles and institutions and also selects and sponsors other advisers and pooled investment vehicles. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm identifies as an active ESG investor. Public recognition includes repeated rankings on industry lists: CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2021), FA Magazine’s Top RIA Firms (2020), Financial Times’ Top 300 RIA Firms (2020) and Barron’s Top 100 RIA Firms (2021, 2022). Its regulatory history dates to SEC registration in 1994.