William Blair

EST. AUM
$64,284,844,374

CONTACTS
58

CLIENT ACCOUNTS
39,781

Firm Details

Metro area Chicago
CRD Number 1252
Website williamblair.com
Client types

Overview

Approx. $74.8B in client assets, of which $30B is Private Wealth Management. Global boutique with investment banking, investment management, and private wealth management. 100 advisors with offices in Baltimore, Chicago, Boston, and New York. Newer offices in Atlanta and San Francisco, Legacy brokerage business, with a growing advisory focus, Investment research is centralized in Chicago Custody at Fidelity, work closely with Envestnet and CAIS. UMA program sits on the Envestnet platform. Tyler Glover covers alternatives, Josh Walshe as a focus on equities and Brandon Callison plays more of that generalist approach. The team above highlighted, they create a approved list, which the advisors use. That includes SMAs-- which also means a UMA in their case-- and ETFs and mutual funds. They are using CAIS and iCapital predominantly at this point. But they are looking to source more ideas off-platform outside of CAIS and iCapital. Obviously they're putting resources behind that. But they're looking at everything from accredited QPs to drawdown structures, evergreen-- everything's on the table at the moment, so opening up a big opportunity.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

William Blair

Platform Details

Investment Preferences

Alternative Activity

Address

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