WILLIAM BLAIR & COMPANY L.L.C.
Adviser information for WILLIAM BLAIR & COMPANY L.L.C. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 440 |
|---|---|
| Investment Advisory/Research | 179 |
| Registered Broker-Dealer Representatives | 399 |
| Registered State Investment Advisers | 250 |
| Licensed Agents of an Insurance Company | 51 |
| No. of Firms/People that Solicit Clients | 6 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 42,072 | $46.2B |
| Non-Discretionary | 7,683 | $3.8B |
| Total | 49,755 | $50.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22,553 | $5.0B |
| HNW Individuals | 9,620 | $35.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 28 | $103.1M |
| Pension and profit sharing plans | 94 | $163.4M |
| Charitable organizations | 35 | $214.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 646 | $789.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1,255 | $7.0B |
| Other | 303 | $879.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)EQUITY RESEARCH SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 37.8B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WILLIAM BLAIR COMPREHENSIVE FEE PROGRAM | WILLIAM BLAIR AND COMPANY, L.L.C. |
Principal Office
150 NORTH RIVERSIDE PLAZACHICAGO
IL
United States
Monday - Friday, 8:30 A.M. TO 4:30 P.M.
Tel: 312-236-1600, Fax: 312-551-4646
Chief Compliance Officer
WILLSON RASAVONGXAY
CHIEF COMPLIANCE OFFICER
150 NORTH RIVERSIDE PLAZA
CHICAGO
IL
United States
Tel:
312-364-8991
Fax:
312-551-4646
W***********@***************M
(Full email address available in API data)
Regulatory Contact
CHARLOTTE DAVOREN
COMPLIANCE OFFICER
150 NORTH RIVERSIDE PLAZA
CHICAGO
IL
United States
Tel:
312-364-8593
C*******@***************M
(Full email address available in API data)
Industry Affiliates
| SYSTM WEALTH SOLUTIONS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| WILLIAM BLAIR ADVANCED STRATEGIES, L.L.C | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| WILLIAM BLAIR B.V. | Other investment adviser, including financial planners |
| WILLIAM BLAIR GLOBAL ADVANCED STRATEGIES | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| WILLIAM BLAIR INTERNATIONAL (SINGAPORE) PTE. LTD. | Other investment adviser, including financial planners |
| WILLIAM BLAIR INTERNATIONAL, LTD | Other investment adviser, including financial planners |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WILLIAM BLAIR MB INVESTMENTS GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WILLIAM BLAIR MB INVESTMENTS, L.P. - ITYC 2022 SERIES | Private Equity Fund | $2.5M | $0.1M | 20 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - PCTI 2022 SERIES | Private Equity Fund | $6.8M | $0.1M | 15 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - TCP FIII 2022 SERIES | Private Equity Fund | $4.5M | $0.3M | 14 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - EV FII 2021 SERIES | Private Equity Fund | $1.5M | $0.3M | 17 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - FICI 2022 SERIES | Private Equity Fund | $9.7M | $0.1M | 35 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - FT 2021 SERIES | Private Equity Fund | $3.2M | $0.0M | 24 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - HII 2021 SERIES | Private Equity Fund | $8.9M | $0.0M | 16 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - HV FIII 2021 SERIES | Private Equity Fund | $1.5M | $0.3M | 15 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - M13V FIII 2021 SERIES | Private Equity Fund | $6.1M | $0.3M | 17 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - MNC FII 2020 SERIES | Private Equity Fund | $1.5M | $0.0M | 14 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - MOG FIII 2021 SERIES | Private Equity Fund | $6.4M | $0.3M | 13 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - UGSI 2021 SERIES | Private Equity Fund | $14.2M | $0.1M | 14 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. - VMI 2021 SERIES | Private Equity Fund | $20.7M | $0.1M | 38 |
| WILLIAM BLAIR MB INVESTMENTS, L.P. -- NPC OFI 2020 SERIES | Private Equity Fund | $3.9M | $0.0M | 12 |
| WILLIAM BLAIR MB INVESTMENTS, LP - BRPE FIII 2022 SERIES | Private Equity Fund | $0.1M | $0.3M | 13 |
| WILLIAM BLAIR MB INVESTMENTS, LP - CXT 2022 SERIES | Private Equity Fund | $4.8M | $0.1M | 22 |
| WILLIAM BLAIR MB INVESTMENTS, LP - HC FII 2021 SERIES | Private Equity Fund | $7.5M | $0.1M | 20 |
| WILLIAM BLAIR MB INVESTMENTS, LP - HII 2022 ERIES | Private Equity Fund | $6.3M | $0.1M | 9 |
| WILLIAM BLAIR MB INVESTMETNS, L.P. - FVC FII 2021 SERIES | Private Equity Fund | $1.0M | $0.3M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WBC HOLDINGS, L.P. | Domestic Entity | – | HOLDING COMPANY | 11/2008 | > 75% |
| GLEDHILL, BRENT WALKER | Individual | – | PRESIDENT, CEO | 03/2009 | < 5% |
| WBC GP L.L.C. | Domestic Entity | WBC HOLDINGS, L.P. | GENERAL PARTNER | 11/2008 | |
| DEVORE, RYAN JACOB | Individual | – | EXECUTIVE COMMITTEE | 11/2017 | < 5% |
| BRAMING, STEPHANIE GRIESER | Individual | – | EXECUTIVE COMMITTEE | 11/2017 | < 5% |
| RASAVONGXAY, WILLSON B | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2019 | < 5% |
| CITARDI, CISSIE | Individual | – | EXECUTIVE COMMITTEE, GENERAL COUNSEL | 01/2021 | < 5% |
| ZIMMER, MATTHEW MONTGOMERY | Individual | – | EXECUTIVE COMMITTEE | 01/2022 | < 5% |
| DALRYMPLE, PETER PLENK | Individual | – | EXECUTIVE COMMITTEE | 01/2022 | < 5% |
| SATTERFIELD, BETH A | Individual | – | EXECUTIVE COMMITTEE | 01/2023 | < 5% |
| SHARMA, ANURAG DR. | Individual | – | EXECUTIVE COMMITTEE | 01/2023 | < 5% |
| TRIMBERGER, MICHAEL WILLIAM | Individual | – | CFO | 07/2023 | < 5% |
| DUWA, ROBERT J | Individual | – | EXECUTIVE COMMITTEE | 01/2024 | < 5% |
| MCLAUGHLIN, SCOTT THOMAS | Individual | – | EXECUTIVE COMMITTEE | 01/2024 | < 5% |
| QUINN, MICHAEL PATRICK | Individual | – | EXECUTIVE COMMITTEE | 01/2024 | < 5% |