William Blair & Company L.L.C.
$109M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$89.9M
$143M
2017
2021
Same-firm comparison: 3 firms that reported William Blair & Company L.L.C. in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mendel Money Management Inc | $55.5M | $238M | 23.3% | 03/21/2022 |
| Long Road Investment Counsel, Llc | $52.3M | $301M | 17.4% | 03/28/2022 |
| Amg Funds Llc | $1000K | $27.1B | 0.0% | 03/30/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.