WILLIAM BLAIR & COMPANY L.L.C.

Broker-DealerFINRA MemberEst. 1947
Total AUM
$64.3B
Discretionary
$58.1B
90% of AUM
Accounts
39,781
Employees
492
Advisory reps
1,242
Brokerage reps
410

Firm details

Headquarters
CHICAGO, Illinois
CRD number
1252
Registered since
December 24, 1947
Website
www.williamblair.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.55%
  • Corporations / Businesses12.53%
  • Individuals11.4%
  • Charitable Organizations2.76%
  • Other Investment Advisers2.17%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

William Blair & Company L.L.C. is an SEC-registered limited liability company (registered in 1947) that operates primarily as a conventional broker-dealer and insurance broker while also providing advisory services. Its client base spans individuals, families and institutional investors. The firm charges both percentage-of-AUM and fixed fees and provides financial planning plus portfolio management across individual and pooled vehicles, small businesses and institutions. It also performs manager selection for third-party advisers and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 24%, Other 5%, State & Local Bonds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds24%
  • Other5%
  • State & Local Bonds4%
  • US Government Bonds3%

Owners & executives

3 of 13

  • WILLSON RASAVONGXAY

    Chief Compliance OfficerCRD 6593731

  • CHRISTIAN WAITE

    President, CEOCRD 3079714

  • TELMO MARTINS

    Managing Director, Chief Compliance OfficerCRD 4970369

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Contacts

3 of 1229

  • DAVID FERRANTE

    Middle Office AssociateCRD 7474461

  • NAEAL ABU SPEITAN

    AssociateCRD 7617690

  • ERIN MURRAY BUTLER

    PartnerCRD 5602360

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 866

Active vs passive

$7B in ETFs

Passive

91%

$6.4B

Active

5%

$607M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$550M845,2947.88%
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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
150 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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