Kovitz Investment Group Partners is a fund manager in Chicago with $7.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
475657416
SEC advisor number
801-107054
FINRA CRD number
282241
AUM ?
$7.80 bn
(as of 9 Jan 23)
Accounts
5,254
(as of 9 Jan 23)
Employees
90
(41 investment advisory or research)
Address
Kovitz Investment Group Partners
115 SOUTH LASALLE STREET
27TH FLOOR
CHICAGO
IL 60603
115 SOUTH LASALLE STREET
27TH FLOOR
CHICAGO
IL 60603
Phone
312-334-7300
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Kovitz Investment Group Partners, LLC | $7.80 bn | |
| New Millennium Fundamental Hedged Equity QP, L.P. | $127.60 mm | Hedge Fund |
| New Millennium Fundamental Hedged Equity, L.P. | $114.13 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21