William Blair Investment Management, LLC
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
FINTRXOverview
William Blair Investment Management, LLC is the asset-management arm of a broader financial-services firm, registered as an LLC and providing portfolio management across individual, pooled vehicle, and institutional mandates. The firm charges asset-based fees and can also collect performance fees; it operates as a CPO/CTA and participates in sponsor or GP roles for pooled vehicles. Its client base spans high-net-worth individuals and families as well as institutional clients. The firm identifies as an active ESG investor and lists equities as its primary preference. The adviser offers multi-structure portfolio management services (SMAs, pooled investment vehicles and investment-company management) and has affiliations that include broker-dealer relationships and serving as sponsor or managing member of pooled vehicles. The organization is not a capital allocator in the sense of wholesale third-party commitment decisions; it runs both separate account and pooled-product strategies and also advises a set of private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Other1%
Owners & executives
3 of 4
Telmo Martins
Managing Director, Chief Compliance OfficerCRD 4970369
Beth Satterfield
Chief Operating OfficerCRD 6011858
Michael Trimberger
Chief Financial OfficerCRD 5329834
Contacts
3 of 7
Robert Kendall
Global HeadCRD 2765873
Cissie Citardi
General CounselCRD 6642613
Matthew Zimmer
Managing Director, Global Head of Investment BankingCRD 4157826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$34.2M in ETFs
100%
$34.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 GROWTH ETF (IWO) | BlackRock | Passive | Small Growth | $14.6M | 37,120 | 42.78% |
Location
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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