WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

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 is a SEC-registered investment adviser organized as an LLC that provides portfolio management across retail and institutional client segments. The firm operates as an adviser to pooled vehicles and separate accounts and also acts in commodity pool/operator (CPO/CTA) roles and as a sponsor or managing member of pooled investment vehicles. Its fee model includes asset-based fees and performance-linked fees. The firm reports active ESG investing and lists individuals, families and institutions among its client base. Advisory coverage spans individual and small-business portfolios, investment companies, pooled vehicles and institutional/business accounts. The firm also maintains industry affiliations with broker-dealers and other investment advisers consistent with its role as an alternative-asset manager and sponsor of private vehicles.