Mather is an investment advisor in Chicago with $8.58 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Mather Group, Inc.
SEC CIK
IRS number
472381165
SEC advisor number
801-72156
FINRA CRD number
156005
AUM ?
$8.58 bn
(as of 7 Dec 22)
Accounts
12,561
(as of 7 Dec 22)
Employees
128
(62 investment advisory or research)
Address
Mather
353 N. CLARK STREET
SUITE 2775
CHICAGO
IL 60654
353 N. CLARK STREET
SUITE 2775
CHICAGO
IL 60654
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Phone
630-537-1078
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mather Holdings, LLC | Sole Member | 03/2022 | > 75% |
Behrens, Christopher | Chief Executive Officer/manager/chief Compliance Officer | 10/2022 | < 5% |
Krehbiel, Jay, F. | Manager | 03/2022 | < 5% |
Popp, Pamela, Ann | Manager | 03/2022 | < 5% |
Rapoport, Boris, Eugene | Vice President and Assistant Secretary / Manager | 03/2022 | < 5% |
Bryant, Daniel, Rees | Manager | 03/2022 | < 5% |
Castleforte, Michael, Daniel | Vice President and Assistant Secretary / Manager | 03/2022 | < 5% |
TVG-TMG Intermediate, Inc. | Sole Member | 03/2022 | > 75% |
TVG-TMG Topco, Inc. | Sole Stockholder | 03/2022 | > 75% |
TVG-TMG Holdings, LLC | Sole Stockholder | 03/2022 | > 75% |
TVG-TMG Aggregator, LLC | Member | 03/2022 | > 75% |
Vistria Fund IV, LP | Member | 03/2022 | 50-75% |
Vistria Fund IV (FT), LP | Member | 03/2022 | 25-50% |
Vistria GP IV, LP | General Partner | 01/2021 | |
Oziemkowski, Kristen, Rebecca | Chief Operations Officer, Business Operations/solutions | 01/2022 | < 5% |
Walker, Cyrus, Dibble | Manager | 03/2022 | < 5% |
Skinner Ricketts, Brooke | Manager | 07/2022 | < 5% |
Thomas, Shundrawn, Antwarn | Manager | 07/2022 | < 5% |
Wickert, Ryan, Matthew | Chief Financial Officer | 11/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Mar 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22