SEGALL BRYANT & HAMILL

Latest filing: Mar 31, 2025 (205 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$21,267,060,906

24% change vs. 1 year ago

-17% change vs. 3 years ago

8% change vs. 5 years ago

119% change vs. 10 years ago

Employee Count

1% change vs. 1 year ago

-18% change vs. 3 years ago

-22% change vs. 5 years ago

61% change vs. 10 years ago

Main Office

CHICAGO, IL

10 SOUTH WACKER DRIVE, CHICAGO, IL, UNITED STATES, 60606

Client AUM

Discretion	AUM
Discretionary	$21.3
Non-Discretionary	$0.0
Total	$21.3

Client	AUM
Retail	$2.7
Pooled	$4.8
Institutional	$13.7
Total	$21.3

Retail	Accounts	AUM
Individual	4,520	$1.4
Average Individual AUM		$310,428
HNW	261	$1.3
Average HNW AUM		$5,141,906
Retail Total	4,781	$2.7
Average Retail AUM		$574,184

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

SMA Custodians

Custodian	Location	AUM
NORTHERN TRUST SECURITIES, INC.	CHICAGO-IL-USA	$2.9
BNY MELLON SECURITIES CORPORATION	NEW YORK-NY-USA	$1.7
J.P. MORGAN SECURITIES LLC	NEW YORK-NY-USA	$1.3

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

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$16.4
Retail SMA AUM	$2.7
Institutional SMA AUM	$13.7

Asset Class	%	AUM
Equity Exch	36%	$5.9
Equity Non-Exch	0%	$0.0
Govt Agency	25%	$4.1
Municipal	6%	$1.0
Sovereign	0%	$0.0
IG Credit	24%	$3.9
HY Credit	3%	$0.5
Derivatives	0%	$0.0
Investment Companies	1%	$0.2
Other Pools	0%	$0.0
Cash	2%	$0.3
Other	3%	$0.5
Total	100%	$16.4

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
CORIENT PRIVATE WEALTH LLC	$143.6		319448

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

Control Persons

6 active

Name	Title
SEGALL, RALPH, MARVIN IAPD Broker	CHIEF INVESTMENT OFFICER
LYTHBERG, PAUL, ALAN IAPD Broker	CHIEF OPERATIONS OFFICER
GOLDHABER, CAROLYN, B IAPD Broker	PRESIDENT
FRONTZ, JASPER, ROBERT IAPD Broker	CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name	City	State	Exams	Designations
AMY KONG	CHICAGO	IL		CHARTERED FINANCIAL ANALYST
RALPH SEGALL	CHICAGO	IL	S63\|1992-03-19\|S65\|1993-11-08
EDWIN BECK	CHICAGO	IL	S63\|2000-09-25
JOHN YOUNGMAN	CHICAGO	IL	S63\|1993-02-18

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-08-01	$21.3	$0.0	0%	98	0	0%
2025-04-21	$21.3	$0.0	0%	98	0	0%
2024-04-02	$17.2	$4.1	24%	97	1	1%
2023-04-04	$15.4	$5.8	38%	124	-26	-21%
2022-04-01	$25.6	-$4.4	-17%	119	-21	-18%
2021-04-05	$22.9	-$1.6	-7%	116	-18	-16%
2020-04-01	$19.7	$1.6	8%	126	-28	-22%
2019-04-01	$18.2	$3.1	17%	127	-29	-23%
2018-04-02	$12.5	$8.8	71%	77	21	27%
2017-04-01	$10.1	$11.2	111%	74	24	32%
2016-04-01	$9.6	$11.7	122%	76	22	29%
2015-04-01	$9.7	$11.5	119%	61	37	61%
2014-04-01	$9.5	$11.8	125%	60	38	63%
2013-04-01	$8.9	$12.3	138%	59	39	66%

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

Other

STATE REGISTRATIONS

IL, AK-10/15/1996, AL-03/31/2005, AR-12/21/2001, AZ-09/30/1994, CA-10/04/1994, CO-03/30/2004, CT-08/15/1997, DC-12/19/2001, DE-04/08/2005, FL-10/11/1994, GA-05/28/1996, HI-03/31/2005, IA-01/01/1999, ID-12/18/2001, IL-11/13/1997, IN-07/27/2001, KS-03/31/2005, KY-10/07/1996, LA-10/16/2001, MA-10/22/1994, MD-12/18/2001, ME-03/31/2005, MI-12/18/2001, MN-10/13/1994, MO-11/10/1994, MS-10/08/1997, MT-12/18/2001, NC-02/05/2001, ND-12/18/2001, NE-12/18/2001, NH-10/26/1994, NJ-06/12/2000, NM-03/31/2005, NV-12/18/2001, NY-09/24/1996, OH-10/14/1999, OK-01/01/1998, OR-12/18/2001, PA-12/18/2001, PR-03/31/2005, RI-03/31/2005, SC-12/18/2001, SD-04/06/2004, TN-12/19/2001, TX-10/17/1994, UT-12/20/2001, VA-09/28/1994, VT-03/31/2005, WA-10/25/1994, WI-10/05/1994, WV-03/31/2005, WY-03/28/2018

ADVISER ACTIVITIES

PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV