KOVITZ INVESTMENT GROUP PARTNERS, LLC

Latest filing: Apr 01, 2025 (131 days ago)

AUM

$31,731,798,984
181% change vs. 1 year ago
307% change vs. 3 years ago
529% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

372
125% change vs. 1 year ago
313% change vs. 3 years ago
365% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

CHICAGO, IL
71 S WACKER DRIVE, CHICAGO, IL, UNITED STATES, 60606

Client AUM

Discretion AUM
Discretionary $29.5
Non-Discretionary $2.2
Total $31.7
Client AUM
Retail $25.9
Pooled $1.5
Institutional $4.3
Total $31.7
Retail Accounts AUM
Individual 11,000 $6.2
Average Individual AUM $566,961
HNW 4,711 $19.7
Average HNW AUM $4,176,541
Retail Total 15,711 $25.9
Average Retail AUM $1,649,307

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY-NJ-USA $6.2
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $2.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $30.2
Retail SMA AUM $25.9
Institutional SMA AUM $4.3
Asset Class % AUM
Equity Exch 39% $11.8
Equity Non-Exch 1% $0.3
Govt Agency 2% $0.6
Municipal 4% $1.2
Sovereign 0% $0.0
IG Credit 7% $2.1
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 37% $11.2
Other Pools 1% $0.3
Cash 7% $2.1
Other 0% $0.0
Total 98% $29.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
SENTINEL PENSION ADVISORS INC $10.7 109901
CONNECTUS WEALTH, LLC $8.7 310912
STRATEGIC WEALTH PARTNERS GROUP, LLC $3.5 174052
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC $1.7 175084
DORCHESTER WEALTH MANAGEMENT COMPANY $1.3 221519
ORIGIN CREDIT ADVISERS, LLC $0.6 324839
KOVITZ INSURANCE SERVICES, LLC $0.0 -
TELEMUS DECORRELATION OPPORTUNITY GP, LLC $0.0 -
OIG OZ-OI MANAGER III, LLC $0.0 -
OIG OZ-OI MANAGER II, LLC $0.0 -
OIG-MANAGER IV, LLC $0.0 -
OIG-IPF MANAGER, LLC $0.0 -
KRE MANAGER, LLC $0.0 -
TELEMUS INSURANCE SERVICES, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

20 active

Name Title
KOVITZ, MITCHELL, ARMIN CHIEF EXECUTIVE OFFICER, CHAIRMAN, CO-CHIEF INVESTMENT OFFICER
SHAPIRO, JONATHAN, A VICE PRESIDENT
BRENNER, MARC, STUART VICE CHAIRMAN
RUPP, THEODORE, JAY CO-PRESIDENT
CONTRERAS, ROBERT, ANTHONY CO-PRESIDENT, GENERAL COUNSEL, SECRETARY
HIRSH, JOEL, DAVIDSON VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER
RADEN, CAROLYN, ELAINE VICE PRESIDENT, CHIEF FINANCIAL OFFICER
ROSLAND, MARK, CHRISTOPHER VICE PRESIDENT
WILSON, JEREMY, MARK CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

96 active representatives found, showing 20 random

Name City State Exams Designations
ANDREW BASS CHICAGO IL S65|2010-09-20|S66|2005-07-25 PERSONAL FINANCIAL SPECIALIST
WILLIAM WALLBANK CHICAGO IL S65|2013-08-19
LYLE WOLBERG CHICAGO IL S63|1993-05-28|S65|1993-06-10 CERTIFIED FINANCIAL PLANNER
CHRISTOPHER NICHOLSON CHICAGO IL S63|2015-03-23 CERTIFIED FINANCIAL PLANNER
ASHLEY BEBEAU CHICAGO IL S65|2008-11-06 CERTIFIED FINANCIAL PLANNER
MARY ANDERSON CHICAGO IL S66|2007-09-05
MARK ROSLAND CHICAGO IL S66|2003-11-21
BRYAN ENGLER CHICAGO IL CHARTERED FINANCIAL ANALYST
MATTHEW HECKLER CHICAGO IL S66|2014-12-29
MICHAEL FENGER CHICAGO IL S65|2005-03-16
MICHAEL GARRISON CHICAGO IL CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
CORY RAPPAPORT CHICAGO IL S66|2019-02-01
JOEL HIRSH CHICAGO IL S63|2005-11-23|S66|2006-10-19
MICHAEL TUBER CHICAGO IL S63|2011-05-18|S66|2015-01-30
JACK NEWMAN CHICAGO IL S63|1994-07-27|S65|1994-08-09
MATTHEW COX CHICAGO IL S65|2023-12-18
EDWARD EDENS CHICAGO IL S63|2006-03-08|S65|2005-03-09
CHRISTOPHER QUIGLEY CHICAGO IL S65|2019-01-31
MICHAEL MARCISZEWSKI CHICAGO IL S66|2017-05-08 CERTIFIED FINANCIAL PLANNER
MATTHEW HAYNER CHICAGO IL CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $31.7 $0.0 0% 372 0 0%
2025-04-21 $31.7 $0.0 0% 372 0 0%
2024-04-02 $11.3 $20.4 181% 165 207 125%
2023-04-04 $7.3 $24.4 335% 92 280 304%
2022-04-01 $7.8 $23.9 307% 90 282 313%
2021-04-05 $6.4 $25.3 393% 83 289 348%
2020-04-01 $5.0 $26.7 529% 80 292 365%
2019-04-01 $4.2 $27.5 657% 74 298 403%
2018-04-02 $3.2 $28.5 888% 55 317 576%
2017-04-01 $2.8 $28.9 1018% 50 322 644%
2016-04-01 $2.7 $29.1 1094% 50 322 644%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IL, AL-01/02/2025, AR-01/02/2025, AZ-01/06/2025, CA-01/02/2025, CO-01/04/2016, CT-01/02/2025, DC-01/02/2025, DE-01/02/2025, FL-01/02/2025, GA-01/02/2025, HI-01/02/2025, IA-01/02/2025, ID-01/06/2025, IL-01/07/2016, IN-01/02/2025, KS-01/02/2025, KY-01/02/2025, LA-01/02/2025, MA-01/02/2025, MD-01/02/2025, ME-01/02/2025, MI-01/02/2025, MN-01/02/2025, MO-01/02/2025, MS-04/01/2025, MT-01/02/2025, NC-01/02/2025, NE-01/02/2025, NH-01/02/2025, NJ-01/02/2025, NM-01/02/2025, NV-01/02/2025, NY-01/02/2025, OH-01/02/2025, OK-01/02/2025, OR-01/02/2025, PA-01/02/2025, RI-01/02/2025, SC-01/02/2025, SD-01/02/2025, TN-01/02/2025, TX-01/02/2025, UT-01/02/2025, VA-01/02/2025, WA-01/02/2025, WI-01/02/2025, WV-01/02/2025, WY-06/04/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV