William Blair Investment Management, LLC

RIASEC Registered

Total AUM

$65.6B

Discretionary

$65.6B

100% of AUM

Avg account

$96.2M

Accounts

682

Employees

388

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 173961
Registered since: December 4, 2014
Website: www.williamblair.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles33.76%
Investment Companies24.15%
State / Municipal Government18.19%
Pension & Profit Sharing Plans18.07%
Charitable Organizations3.56%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

William Blair Investment Management, LLC operates as a limited liability company that positions itself as an investment manager for both individual/family and institutional clients. The firm charges percentage-of-AUM fees and can also collect performance-based fees, and it provides portfolio management across a range of client types including individuals and small businesses, pooled investment vehicles, investment companies, and institutions. The firm is identified as an "Other Fund Provider" and engages in CPO/CTA activities as part of its business mix. The adviser is registered with the SEC (registration year 2014) and describes itself as an active ESG investor. Industry affiliations indicate the firm functions beyond pure advisory work — it has ties to broker-dealer activity, operates as another investment adviser, and can act as sponsor/GP/managing member of pooled vehicles.