WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

https://www.williamblair.com/ CHICAGO, IL Investment Advisor Hedge Fund How do I update this listing?

William Blair Investment Management is based out of Chicago. William Blair Investment Management is a hedge fund with 508 clients and discretionary assets under management (AUM) of $48,880,263,153 (Form ADV from 2020-01-02). Their last reported 13F filing for Q4 2019 included $25,094,282,000 in managed 13F securities and a top 10 holdings concentration of 21.8%. William Blair Investment Management's largest holding is Alibaba Group Holding Ltd ADR with shares held of 5,671,743. William Blair Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 19 13F filings, and 117 13G filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $25.094 Billion
  • Prior Market Value $23.381 Billion
  • New Purchases32 stocks
  • Additional Purchases133 stocks
  • Sold out of33 stocks
  • Reduced holdings in187 stocks
  • Top 10 Holdings % 21.80 %
  • Turnover % [1]:18.26%
  • Turnover Alt % [2]: 9.73 %
  • Time Held Top20:4.65 quarters
  • Time Held Top10:6.00 quarters
  • Time Held All:9.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.73%
Performance Last 4 Quarters: 27.79%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Classified as Hedge Fund
150 NORTH RIVERSIDE PLAZA
CHICAGO IL    60606-1598
Country: United States

Business Phone: 312-236-1600
Fax: 312-551-4646
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 348
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 939,694,000
Total Number of Clients: 508
Amount of client funds and securities by related persons: 939,694,000
Total Number of clients from related persons: 12
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-11-25
Name Title Start Date Direct/Indirect % Ownership
WBC HOLDINGS, L.P. HOLDING COMPANY 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. HOLDING COMPANY direct 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC HOLDING COMPANY direct 2014-10-01
COOLIDGE, EDGAR, DAVID VICE CHAIRMAN 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER, WILBLAIRCO direct 1973-01-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS II LLC INVESTMENT COMMITTEE MEMBER direct 1996-11-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS III LLC INVESTMENT COMMITTEE MEMBER direct 1999-06-01
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC VICE CHAIRMAN direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CEO direct 1996-01-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN, CEO direct 2003-01-01 2003-12-04
ETTELSON, JOHN, ROGER PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, CEO direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2001-03-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, COO direct 2003-01-01 2003-12-04
SIMON, ARTHUR, JOSEPH GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL direct 2000-12-01
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL, EXECUTIVE COMMITTEE direct 2000-12-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
MOORE, JOHN, CARROLL EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
GLEDHILL, BRENT, WALKER EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-03-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
RANDALL, WALTER, RAMSAY CHIEF COMPLIANCE OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER direct 2009-12-01
CALAMOS ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS ADVISORS LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC VP, CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS WEALTH MANAGEMENT LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-10-01
ZINDEL, JON, WALTER CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACUMATION, INC. VICE PRESIDENT direct 1999-07-01
AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE, CFO direct 2012-08-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
AMERICAN CENTURY ADVISORY SERVICES, INC. VICE PRESIDENT direct 1999-07-01 2005-03-04
AMERICAN CENTURY INVESTMENT MANAGEMENT INC CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
AMERICAN CENTURY ADVISORY SERVICES, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2012-08-01 2013-07-12
URBINA, JEFFREY, ALAN EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2014-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
BRAMING, STEPHANIE, GRIESER EXECUTIVE COMMITTEE MEMBER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-10-01
DEVORE, RYAN, JACOB EXECUTIVE COMMITTEE MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-11-01
ANDERSON, LISA, DAWN DIRECTOR OF OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC DIRECTOR OF OPERATIONS direct 2017-12-01
WBC GP L.L.C. GENERAL PARTNER WBC HOLDINGS, L.P. 10/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL PARTNER indirect 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL PARTNER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WILLIAM BLAIR EMERGING MARKETS LEADERS FUND LLC United States 805-4026012120 Other Private Fund EQUITY - LONG ONLY 181,747,966 1,000,000
WILLIAM BLAIR ABSOLUTE RETURN CURRENCY FUND LLC United States 805-2124977841 Hedge Fund 7,056,000 1,000,000
WILLIAM BLAIR EMERGING MARKETS GROWTH FUND LLC United States 805-5511743416 Other Private Fund EQUITY - LONG ONLY 57,078,029 1,000,000
WILLIAM BLAIR SYSTEMATIC INTERNATIONAL CORE FUND LLC United States 805-4752100397 Other Private Fund EQUITY - LONG ONLY 4,433,592 1,000,000
WILLIAM BLAIR GLOBAL DIVERSIFIED RETURN FUND LLC United States 805-8988502007 Hedge Fund 21,289,000 250,000
WILLIAM BLAIR INTERNATIONAL LEADERS FUND LLC United States 805-1364282693 Other Private Fund OTHER - EQUITY LONG ONLY 125,053,143 5,000,000
WILLIAM BLAIR MACRO ALLOCATION TE FUND LP Cayman Islands 805-6476048052 Hedge Fund 34,630,000 25,000,000 Feeder Fund
WILLIAM BLAIR MACRO ALLOCATION FUND LLC United States 805-4735277725 Hedge Fund 182,400,000 20,000,000 Master Fund
WILLIAM BLAIR SYSTEMATIC EMERGING MARKETS ALL CAP CORE FUND LLC United States 805-2669103027 Other Private Fund EQUITY - LONG ONLY 5,844,267 1,000,000
WILLIAM BLAIR CHINA A-SHARES GROWTH FUND LP United States 805-8947586489 Other Private Fund EQUITY - LONG ONLY 11,594,400 1,000,000
WILLIAM BLAIR SYSTEMATIC INTERNATIONAL ALL CAP CORE FUND LLC United States 805-4154860393 Other Private Fund OTHER - EQUITY LONG ONLY 6,477,928 1,000,000
WILLIAM BLAIR GLOBAL OPPORTUNITY FUND LLC United States 805-6056506741 Hedge Fund 302,090,000 5,000,000

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
WBC HOLDINGS, L.P. HOLDING COMPANY 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. HOLDING COMPANY direct 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC HOLDING COMPANY direct 2014-10-01
COOLIDGE, EDGAR, DAVID VICE CHAIRMAN 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER, WILBLAIRCO direct 1973-01-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS II LLC INVESTMENT COMMITTEE MEMBER direct 1996-11-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS III LLC INVESTMENT COMMITTEE MEMBER direct 1999-06-01
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC VICE CHAIRMAN direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CEO direct 1996-01-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN, CEO direct 2003-01-01 2003-12-04
ETTELSON, JOHN, ROGER PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, CEO direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2001-03-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, COO direct 2003-01-01 2003-12-04
SIMON, ARTHUR, JOSEPH GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL direct 2000-12-01
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL, EXECUTIVE COMMITTEE direct 2000-12-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
MOORE, JOHN, CARROLL EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
GLEDHILL, BRENT, WALKER EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-03-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
RANDALL, WALTER, RAMSAY CHIEF COMPLIANCE OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER direct 2009-12-01
CALAMOS ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS ADVISORS LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC VP, CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS WEALTH MANAGEMENT LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-10-01
ZINDEL, JON, WALTER CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACUMATION, INC. VICE PRESIDENT direct 1999-07-01
AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE, CFO direct 2012-08-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
AMERICAN CENTURY ADVISORY SERVICES, INC. VICE PRESIDENT direct 1999-07-01 2005-03-04
AMERICAN CENTURY INVESTMENT MANAGEMENT INC CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
AMERICAN CENTURY ADVISORY SERVICES, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2012-08-01 2013-07-12
URBINA, JEFFREY, ALAN EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2014-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
BRAMING, STEPHANIE, GRIESER EXECUTIVE COMMITTEE MEMBER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-10-01
DEVORE, RYAN, JACOB EXECUTIVE COMMITTEE MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-11-01
ANDERSON, LISA, DAWN DIRECTOR OF OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC DIRECTOR OF OPERATIONS direct 2017-12-01
WBC GP L.L.C. GENERAL PARTNER WBC HOLDINGS, L.P. 10/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL PARTNER indirect 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL PARTNER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WILLIAM BLAIR EMERGING MARKETS LEADERS FUND LLC United States 805-4026012120 Other Private Fund EQUITY - LONG ONLY 181,747,966 1,000,000
WILLIAM BLAIR ABSOLUTE RETURN CURRENCY FUND LLC United States 805-2124977841 Hedge Fund 7,056,000 1,000,000
WILLIAM BLAIR EMERGING MARKETS GROWTH FUND LLC United States 805-5511743416 Other Private Fund EQUITY - LONG ONLY 57,078,029 1,000,000
WILLIAM BLAIR SYSTEMATIC INTERNATIONAL CORE FUND LLC United States 805-4752100397 Other Private Fund EQUITY - LONG ONLY 4,433,592 1,000,000
WILLIAM BLAIR GLOBAL DIVERSIFIED RETURN FUND LLC United States 805-8988502007 Hedge Fund 21,289,000 250,000
WILLIAM BLAIR INTERNATIONAL LEADERS FUND LLC United States 805-1364282693 Other Private Fund OTHER - EQUITY LONG ONLY 125,053,143 5,000,000
WILLIAM BLAIR MACRO ALLOCATION TE FUND LP Cayman Islands 805-6476048052 Hedge Fund 34,630,000 25,000,000 Feeder Fund
WILLIAM BLAIR MACRO ALLOCATION FUND LLC United States 805-4735277725 Hedge Fund 182,400,000 20,000,000 Master Fund
WILLIAM BLAIR SYSTEMATIC EMERGING MARKETS ALL CAP CORE FUND LLC United States 805-2669103027 Other Private Fund EQUITY - LONG ONLY 5,844,267 1,000,000
WILLIAM BLAIR CHINA A-SHARES GROWTH FUND LP United States 805-8947586489 Other Private Fund EQUITY - LONG ONLY 11,594,400 1,000,000
WILLIAM BLAIR SYSTEMATIC INTERNATIONAL ALL CAP CORE FUND LLC United States 805-4154860393 Other Private Fund OTHER - EQUITY LONG ONLY 6,477,928 1,000,000
WILLIAM BLAIR GLOBAL OPPORTUNITY FUND LLC United States 805-6056506741 Hedge Fund 302,090,000 5,000,000

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2017-11-09
Name Title Start Date Direct/Indirect % Ownership
WBC HOLDINGS, L.P. HOLDING COMPANY 10/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. HOLDING COMPANY direct 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC HOLDING COMPANY direct 2014-10-01
COOLIDGE, EDGAR, DAVID VICE CHAIRMAN 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLAIR WILLIAM MEZZANINE CAPITAL MANAGEMENT LP GENERAL PARTNER, WILBLAIRCO direct 1973-01-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS II LLC INVESTMENT COMMITTEE MEMBER direct 1996-11-01
WILLIAM BLAIR MEZZANINE CAPITAL PARTNERS III LLC INVESTMENT COMMITTEE MEMBER direct 1999-06-01
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC VICE CHAIRMAN direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CEO direct 1996-01-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. VICE CHAIRMAN, CEO direct 2003-01-01 2003-12-04
ETTELSON, JOHN, ROGER PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, CEO direct 2004-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC PRESIDENT, CEO, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2001-03-01 2002-09-30
WILLIAM BLAIR & COMPANY L.L.C. PRESIDENT, COO direct 2003-01-01 2003-12-04
SIMON, ARTHUR, JOSEPH GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL direct 2000-12-01
WILLIAM BLAIR & COMPANY L.L.C. GENERAL COUNSEL, EXECUTIVE COMMITTEE direct 2000-12-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL COUNSEL, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
MOORE, JOHN, CARROLL EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
GLEDHILL, BRENT, WALKER EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2009-03-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
RANDALL, WALTER, RAMSAY CHIEF COMPLIANCE OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER direct 2009-12-01
CALAMOS ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS ADVISORS LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC VP, CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2006-06-01
CALAMOS WEALTH MANAGEMENT LLC VP,CHIEF COMPLIANCE OFFICER direct 2006-06-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-10-01
SMIRL, RICHARD, WILLIAM CHIEF OPERATING OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER direct 2004-09-01
WILLIAM BLAIR & COMPANY L.L.C. INVESTMENT ADVISER CHIEF OPERATING OFFICER direct 2009-12-01
STRONG CAPITAL MANAGEMENT INC ASSISTANT EXECUTIVE VICE PRESIDENT (CHIEF LEGAL OFFICER) direct 2003-02-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-10-01
ZINDEL, JON, WALTER CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACUMATION, INC. VICE PRESIDENT direct 1999-07-01
AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE, CFO direct 2012-08-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER, EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
AMERICAN CENTURY ADVISORY SERVICES, INC. VICE PRESIDENT direct 1999-07-01 2005-03-04
AMERICAN CENTURY INVESTMENT MANAGEMENT INC CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER AND SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
AMERICAN CENTURY ADVISORY SERVICES, INC. CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, SENIOR VICE PRESIDENT direct 2007-02-01 2011-12-14
WILLIAM BLAIR & COMPANY L.L.C. CFO direct 2012-08-01 2013-07-12
URBINA, JEFFREY, ALAN EXECUTIVE COMMITTEE MEMBER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2014-01-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2014-10-01
BRAMING, STEPHANIE, GRIESER EXECUTIVE COMMITTEE MEMBER 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-10-01
DEVORE, RYAN, JACOB EXECUTIVE COMMITTEE MEMBER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. EXECUTIVE COMMITTEE direct 2017-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC EXECUTIVE COMMITTEE MEMBER direct 2017-11-01
WBC GP L.L.C. GENERAL PARTNER WBC HOLDINGS, L.P. 10/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
WILLIAM BLAIR & COMPANY L.L.C. GENERAL PARTNER indirect 2008-11-01
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC GENERAL PARTNER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WILLIAM BLAIR ALL TERRAIN TE FUND, L.P. Cayman Islands 805-7696204784 Hedge Fund 1,015,599 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR MANAGED FUTURES FUND LLC United States 805-5668241193 Hedge Fund 3,859,012 1,000,000 Fund of Funds
WILLIAM BLAIR MARBLE PLACE TE FUND, L.P. Cayman Islands 805-9931184188 Hedge Fund 78,910,948 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR INTERNATIONAL SYSTEMATIC RESEARCH FUND LLC United States 805-4154860393 Other Private Fund OTHER - EQUITY LONG ONLY 4,079,758 250,000
WILLIAM BLAIR BLACK TERRAIN TE FUND, L.P. Cayman Islands 805-9632635774 Hedge Fund 20,412 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR GLOBAL COMMODITY SPECIALIST FUND LLC United States 805-4242330550 Hedge Fund 28,950,616 250,000 Fund of Funds
WILLIAM BLAIR GLOBAL OPPORTUNITY FUND, LLC United States 805-6056506741 Hedge Fund 274,993,162 5,000,000
WILLIAM BLAIR BLUE TERRAIN FUND, L.P. United States 805-2073255562 Hedge Fund 9,558,999 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR ALL TERRAIN FUND, L.P. United States 805-3009977339 Hedge Fund 3,959,834 1,000,000 Master Fund Fund of Funds
WILLIAM BLAIR BLUE TERRAIN TE FUND, L.P. Cayman Islands 805-8528521628 Hedge Fund 5,799,250 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR MARBLE PLACE FUND, L.P. United States 805-6699247811 Hedge Fund 77,265,861 1,000,000 Master Fund Fund of Funds
WILLIAM BLAIR GREEN TERRAIN TE FUND, L.P. Cayman Islands 805-3172954007 Hedge Fund 5,834,952 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR MASTER FUND, LLC - GREEN SERIES United States 805-8166437149 Hedge Fund 21,319,321 1,000,000 Master Fund Fund of Funds
WILLIAM BLAIR BLACK TERRAIN FUND, L.P. United States 805-4041627735 Hedge Fund 289,345 1,000,000 Master Fund Fund of Funds
WILLIAM BLAIR GCS SPV, LLC United States 805-5161073528 Other Private Fund SPECIAL PURPOSE VEHICLE (SPV) 4,771,536 0
WILLIAM BLAIR GREEN TERRAIN DISBURSEMENT FUND LLC United States 805-4137304035 Hedge Fund 1,757,944 1,000,000 Fund of Funds
WILLIAM BLAIR SG CAPITAL SPV, LLC United States 805-5597129593 Other Private Fund SPECIAL PURPOSE VEHICLE (SPV) 4,327,812 1,000,000
WILLIAM BLAIR GREEN TERRAIN FUND, L.P. United States 805-5634933642 Hedge Fund 11,812,263 1,000,000 Feeder Fund Fund of Funds
WILLIAM BLAIR DYNAMIC DIVERSIFIED ALLOCATION FUND LLC United States 805-8988502007 Hedge Fund 53,264,970 250,000
WILLIAM BLAIR MACRO ALLOCATION FUND LLC United States 805-4735277725 Hedge Fund 133,817,940 20,000,000 Master Fund
WILLIAM BLAIR MASTER FUND, LLC - BLUE SERIES United States 805-9218934161 Hedge Fund 17,000,093 1,000,000 Master Fund Fund of Funds
WILLIAM BLAIR INTERNATIONAL LEADERS FUND, LLC United States 805-1364282693 Other Private Fund OTHER - EQUITY LONG ONLY 0 5,000,000
WILLIAM BLAIR MACRO ALLOCATION TE FUND, LP Cayman Islands 805-6476048052 Hedge Fund 71,593,040 25,000,000 Feeder Fund

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