Data / Investment advisers / Illinois / BMO Family Office, LLC
BMO Family Office, LLC, Chicago, IL: $10 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
BMO Family Office, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $10 billion in regulatory assets under management in its Form ADV filed January 28, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 26 private funds.
The request: Watch BMO Family Office, LLC (CRD number 110264): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110264
- SEC file number
- 801-56868
- SEC status
- Approved, effective October 20, 1999
- Main office
- 320 South Canal Street Floor 12, Chicago, IL 60606
- Phone
- (650) 210-5042
- Regulatory AUM
- $9,989,953,619 in the Form ADV filed January 28, 2026
- Discretionary AUM
- $9,823,750,455
- Non discretionary AUM
- $166,203,164
- Accounts
- 5,101
- Employees
- 130, of which 75 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 26: 10 other private funds, 9 private equity funds, 5 real estate funds, 1 hedge fund, 1 venture capital fund
- Gross assets of private funds
- $900,069,429
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- January 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $9.82 billion |
| Pooled investment vehicles | 3 | $167.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $9.99 billion | January 28, 2026 |
| December 1, 2025 | $8.13 billion | September 22, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Evergreen Investment Advisors | Chicago | $11.60 billion | 3 | adviserinfo.sec.gov |
| Curi Capital, LLC | Chicago | $11.58 billion | 17 | adviserinfo.sec.gov |
| Lasalle Investment Management | Chicago | $11.46 billion | 15 | adviserinfo.sec.gov |
| PT Asset Management, LLC | Chicago | $11.35 billion | Not listed | adviserinfo.sec.gov |
| Readystate Asset Management | Chicago | $10.26 billion | 2 | adviserinfo.sec.gov |
| Spiderrock Advisors, LLC | Chicago | $9.83 billion | Not listed | adviserinfo.sec.gov |
| Iht Wealth Management LLC | Chicago | $9.80 billion | Not listed | adviserinfo.sec.gov |
| Walton Street Capital, L.L.C. | Chicago | $9.76 billion | 55 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- BMO Family Office, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.