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WILLIAM BLAIR & COMPANY L.L.C.

CRD 1252 · SEC 801-688

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150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, 60606, United States

Phone

312-236-1600

Fax

312-551-4646

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$64.28B

Discretionary AUM

$58.08B

Team

492 total employees; 231 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEQUITY RESEARCH SERVICES

Client types

TypeClientsAUM
Individuals26242$7.33B
High net worth individuals9054$45.35B
Pooled investment vehicles1$5.6M
Pension/profit sharing plans364$379.1M
Charitable organizations31$1.77B
Other investment advisers1146$1.39B
Corporations/business entities1333$8.06B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD