SourcingSourcing

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

C33
CRD 173961·SEC 801-80640·CHICAGO, IL
AUM
$65.60B
$1B+
Est. Revenue
$656.0M
@ 1% on AUM
Est. EBITDA
$196.8M
@ 30% margin
Est. Deal Value
$1.57B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CRD
173961
SEC file #
801-80640
EIN
472614791
DBA names
—

Economics

AUM
$65.60B
AUM band
$1B+
AUM trajectory
'20'26
$48.88B → $65.60B▲ +34%
Client mix
Other386
Pension Profit Sharing Plans73
Charitable Organizations68
State Or Municipal Govt54
Pooled Investment Vehicles51

Operations

Employees (total)
388
Advisory staff (per ADV)
142
Advisory staff (5-yr trend)
'20'26
140 advisors → 142 advisors▲ +1%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
instagram.com/williamblairim(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WBC HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
WBC HOLDINGS, L.P.
ANDERSON, LISA, DAWN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:williamblair.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
67
Form 5500 Total Compensation
36,074,367
Form 5500 Compensation Trajectory 3y
202531,172,477
20264,901,890
Form 5500 Plan Count Trajectory 3y
202559
20268
Schedule C Total Compensation
36,074,367
Schedule C Service Provider Rows
68

SEC EDGAR

Edgar Cik
0001644956
Edgar Registered
Yes
Edgar Filing Count
359
Edgar First Filing Date
2015-10-09
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
44
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001644956-26-000021

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street58
Charles Schwab4
E*trade4
Goldman Sachs2
Northern Trust2
Edgar Addresses
Mailing
150 NORTH RIVERSIDE PLAZACHICAGO, IL 60606
Business
150 NORTH RIVERSIDE PLAZACHICAGO, IL 60606
Edgar EIN
472614791
Edgar Recent Filings
13F-HR2026-05-08 · 0001644956-26-000021
SCHEDULE 13G2026-05-08 · 0001644956-26-000020
Fee Schedule
Bracket I95
Bracket Ix4
Bracket Xii1
Bracket Ii0
Bracket Iii0
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (11)

11
ANDERSON, LISA, DAWN
Executive Officer · 2.5%
2385233
CITARDI, CISSIE
Executive Officer · 2.5%
6642613
DEVORE, RYAN JACOB
Executive Officer · 2.5%
3049671
GLEDHILL, BRENT WALKER
Executive Officer · 2.5%
2921069
KENDALL, ROBERT DANIEL
Executive Officer · 2.5%
2765873
MARTINS, TELMO, R
Executive Officer · 2.5%
4970369
MCLAUGHLIN, SCOTT THOMAS
Executive Officer · 2.5%
2481285
SATTERFIELD, BETH A
Executive Officer · 2.5%
6011858
TOLE, STEVEN ROBERT
Executive Officer · 2.5%
5885283
TRIMBERGER, MICHAEL WILLIAM
Executive Officer · 2.5%
5329834
ZIMMER, MATTHEW MONTGOMERY
Executive Officer · 2.5%
4157826