# WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC of CHICAGO, IL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 173961
- Type: SEC-registered investment adviser
- SEC file number: 801-80640
- Location: 150 NORTH RIVERSIDE PLAZA, CHICAGO, IL, 60606-1598
- Phone: 312-236-1600
- Latest filing: 2026-04-09
- Regulatory AUM: $65.6B
- Discretionary AUM: $65.6B
- Clients: 388
- Accounts: 682

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| CISSIE CITARDI | GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER | CHICAGO, IL |
| Brent Walker Gledhill | PRESIDENT, CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE MEMBER | — |
| Ryan Jacob Devore | EXECUTIVE COMMITTEE MEMBER | — |
| Lisa Dawn Anderson | DIRECTOR OF OPERATIONS | — |
| Matthew Montgomery Zimmer | EXECUTIVE COMMITTEE MEMBER | — |
| Beth A Satterfield | CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER | — |
| Michael William Trimberger | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER | — |
| Robert J Duwa | EXECUTIVE COMMITTEE MEMBER | — |
| Scott Thomas Mclaughlin | EXECUTIVE COMMITTEE MEMBER | — |
| Michael Patrick Quinn | EXECUTIVE COMMITTEE MEMBER | — |
| Steven Robert Tole | EXECUTIVE COMMITTEE MEMBER | — |
| Robert Daniel Kendall | GLOBAL HEAD OF INVESTMENT MANAGEMENT; GLOBAL HEAD OF INVESTMENT MANAGEMENT, EXECUTIVE COMMITTEE MEMBER | — |
| Telmo R Martins | CHIEF COMPLIANCE OFFICER | — |
| Walter Ramsay Randall | CHIEF COMPLIANCE OFFICER | — |
| Stephanie Grieser Braming | EXECUTIVE COMMITTEE MEMBER; GLOBAL HEAD OF INVESTMENT MANAGEMENT, EXECUTIVE COMMITTEE MEMBER | — |
| QUINN DANIEL PATRICK | EXECUTIVE COMMITTEE MEMBER | — |
| SIMON PAUL JOSEPH | GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER | — |
| KIPHART RICHARD PAUL | EXECUTIVE COMMITTEE MEMBER | — |
| ETTELSON JOHN ROGER | CHAIRMAN, EXECUTIVE COMMITTEE MEMBER; PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER | — |
| SMIRL RICHARD WILLIAM | CHIEF OPERATING OFFICER | — |
| ZINDEL JON WALTER | CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER | — |
| RANDALL WALTER RAMSAY | CHIEF COMPLIANCE OFFICER | — |
| MCLAUGHLIN JAMES THOMAS | EXECUTIVE COMMITTEE MEMBER | — |
| COOLIDGE EDGAR DAVID | VICE CHAIRMAN | — |
| MOORE JOHN CARROLL | EXECUTIVE COMMITTEE MEMBER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-29 | regulatory | FROM AT LEAST JANUARY 1, 2019 THROUGH THE PRESENT, WILLIAM BLAIR & COMPANY, L.L.C.'S ("WILLIAM BLAIR & COMPANY") EMPLOYEES SENT AND RECEIVED OFF-CHANNEL COMMUNICATIONS THAT RELATED TO THE BUSINESS OF THE BROKER-DEALER AND REGISTERED INVESTMENT ADVISER, AND WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC'S… | Final | $10.0M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173961/similar
- Related entities: https://search.stillhousedata.com/firm/173961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173961

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.