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WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CRD 173961File 801-80640
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$65.60B
Top 10% of cohort (national)
Discretionary AUM
$65.60B
Clients
296
682 accounts
Employees
388
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 4, 2014
- Principal office
- 150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, 60606-1598
- Phone
- 312-236-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.60B
- Discretionary AUM
- $65.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 682
- Non-discretionary accounts
- 0
- Total accounts
- 682
- AUM per client
- $221.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $209.5M |
| Non-U.S. persons | 4 | $721.5M |
| Insurance companies | 4 | $23.5M |
| Investment companies | 29 | $15.84B |
| Charitable organizations | 68 | $2.34B |
| Other investment advisers | 1 | $320.7M |
| High net worth individuals | 2 | $18.3M |
| Pooled investment vehicles | 51 | $22.15B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 73 | $11.85B |
| State or municipal government entities | 54 | $11.93B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 682 | 296 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.