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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-09-19
  • IL RA
    APPROVED
    Since 2012-09-19

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

1900 Avenue Of The Stars Suite 500, Los Angeles, CA 90067 • United States

Wilmette, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William Blair & Company Chicago IL 09/2012 Present
Inner Circle Sports Llc Chicago IL 07/2026 Present
  • 09/2012 → Present
    William Blair & Company
    Chicago, IL
  • 07/2026 → Present
    Inner Circle Sports Llc
    Chicago, IL
Previous Registrations
  • 2009-06-01 → 2012-10-10
    Colorado Springs, CO
    Chicago, IL
    Denver, CO
  • 2004-10-12 → 2009-06-01
    Colorado Springs, CO
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2002-02-04 → 2003-08-08
    Morgan Stanley & Co. Llc
    Chicago, IL
Other Businesses

1) MERIT MUSIC SCHOOL. NON INVESTMENT-RELATED. CHICAGO, IL. EDUCATION. STARTED 03/15/2013. BOARD MEMBER. DEVOTES 20 HOURS PER YEAR. 2) NAVAL WAR COLLEGE FOUNDATION; 686 CUSHING ROAD, NEWPORT, RI 02841; 501C3 EDUCATIONAL INSTITUTION; REGIONAL DIRECTOR; 04/01/17; 20 HOURS PER YEAR; REGIONAL DIRECTOR (BOARD MEMBER)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-08
S63 Uniform Securities Agent State Law Examination 1999-06-22
  • S65 Uniform Investment Adviser Law Examination
    1999-07-08
  • S63 Uniform Securities Agent State Law Examination
    1999-06-22
Other Names
  • Rj Devore

View on SEC IAPD

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