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 ?
$7.29 bn
(as of 25 May 23)
Accounts
6,927
(as of 25 May 23)
Employees
92
(44 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
Office hours
Monday - Friday, 8:30 A.M. TO 4:30 P.M.
Phone
312-334-7300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kovitz, Mitchell, Armin | Chief Executive Officer, Chairman, Co-chief Investment Officer | 12/2015 | < 5% |
Shapiro, Jonathan, Ari | Vice President, Co-chief Investment Officer | 12/2015 | < 5% |
Brenner, Marc, Stuart | Vice Chairman | 02/2019 | < 5% |
Rupp, Theodore, Jay | Co-president | 02/2019 | < 5% |
Contreras, Robert, Anthony | Co-president, General Counsel, Secretary | 02/2019 | < 5% |
Focus Operating, LLC | Member/manager | 01/2016 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Hirsh, Joel, Davidson | Vice President | 02/2019 | < 5% |
Raden, Carolyn, Elaine | Vice President, Chief Financial Officer | 02/2019 | < 5% |
Rosland, Mark, Christopher | Vice President | 02/2019 | < 5% |
Wilson, Jeremy, Mark | Chief Compliance Officer | 07/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Kovitz Investment Group Partners, LLC | $7.29 bn | |
New Millennium Fundamental Hedged Equity QP, L.P. | $115.70 mm | Hedge Fund |
New Millennium Fundamental Hedged Equity, L.P. | $114.13 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 25
13F-HR
Quarterly holdings report by institutional manager
14 Feb 25
144
SPECIAL OPPORTUNITIES FUND, INC.
14 Feb 25
144
SPECIAL OPPORTUNITIES FUND, INC.
4 Feb 25
144
SPECIAL OPPORTUNITIES FUND, INC.
3 Feb 25
SC 13G/A
TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC
13 Jan 25
144
SPECIAL OPPORTUNITIES FUND, INC.
10 Jan 25
144
SPECIAL OPPORTUNITIES FUND, INC.
2 Dec 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 24
144
SPECIAL OPPORTUNITIES FUND, INC.
12 Nov 24