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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
CO RA APPROVED 2023-04-24
IL RA APPROVED 2015-03-25
  • CO RA
    APPROVED
    Since 2023-04-24
  • IL RA
    APPROVED
    Since 2015-03-25

Branch Locations

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

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

200 Columbine Street Suite 260, Denver, CO 80206 • United States

Carbondale, CO • 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, L.L.C. Chicago IL 05/1973 Present
William Blair & Company L.L.C. Chicago IL 05/1973 Present
William Blair International, Limited London 04/1999 Present
  • 05/1973 → Present
    William Blair & Company, L.L.C.
    Chicago, IL
  • 05/1973 → Present
    William Blair & Company L.L.C.
    Chicago, IL
  • 04/1999 → Present
    William Blair International, Limited
    London
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-25
S63 Uniform Securities Agent State Law Examination 1991-12-09
  • S65 Uniform Investment Adviser Law Examination
    2015-03-25
  • S63 Uniform Securities Agent State Law Examination
    1991-12-09

View on SEC IAPD

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