BMO Family Office is a fund manager in Chicago with $5.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
770522698
SEC advisor number
801-56868
FINRA CRD number
110264
AUM ?
$6.10 bn
(as of 29 Jan 24)
Accounts
8,375
(as of 29 Jan 24)
Employees
135
(75 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Bmo Family Office, LLC | $5.75 bn | |
CFO 29 | Other Private Fund | |
CFO 30 | Other Private Fund | |
CFO 31 | Other Private Fund | |
CFO 32 | Other Private Fund | |
CFO 33 | Other Private Fund | |
CFO 35 | Other Private Fund | |
CFO 36 | Private Equity Fund | |
CFO 37 | Private Equity Fund | |
CFO 38 | Private Equity Fund | |
CFO 39 | Private Equity Fund | |
CFO 40 | Private Equity Fund | |
CFO 41 | Real Estate Fund | |
CFO 42 | Real Estate Fund | |
CFO 43 | Real Estate Fund | |
CFO 44 | Real Estate Fund | |
CFO 46 | Other Private Fund | |
CFO 62 | Private Equity Fund | |
CFO 63 | Real Estate Fund | |
CFO 64 | Other Private Fund | |
CFO 69 | Private Equity Fund | |
CFO 71 | Private Equity Fund | |
CFO 72 | Other Private Fund | |
CFO 73 | Private Equity Fund | |
CFO 74 | Other Private Fund | |
Confluence Multi-strategy Fund LLC | $4.36 mm | Hedge Fund |
Palo Alto Investment Partners I, L.P. | $469.83 k | Venture Capital Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
2 Apr 24
13F-NT
Notice of holdings reported by another manager
2 Jan 24
13F-NT
Notice of holdings reported by another manager
10 Oct 23
13F-NT
Notice of holdings reported by another manager
10 Jul 23
13F-NT
Notice of holdings reported by another manager
3 Apr 23
13F-NT
Notice of holdings reported by another manager
3 Jan 23
13F-NT
Notice of holdings reported by another manager
5 Oct 22
13F-NT
Notice of holdings reported by another manager
1 Jul 22
13F-NT
Notice of holdings reported by another manager
6 Apr 22
13F-NT
Notice of holdings reported by another manager
7 Jan 22