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HARRIS | OAKMARK
CHICAGO, IL
312-646-3600
SEC #801-50333Total AUM
$109.5B
Employees
221Clients
2,322Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 S. WACKER DRIVE
SUITE 4600
CHICAGO
IL 60606
United States
SUITE 4600
CHICAGO
IL 60606
United States
Operating Hours
8:30 A.M.- 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-646-3600
Financials
Total AUM
$109.5B
Accounts
2,326Discretionary
$109.5B
Accounts
2,262Non-Discretionary
$29.8M
Accounts
64
Clients
HNW Individual Clients
1,888AUM
$7.2B
Investment Company Clients
19AUM
$78.7B
Pooled Vehicle Clients
30AUM
$9B
Pension/Profit Sharing Plan Clients
37AUM
$4B
Charitable Organization Clients
133AUM
$1.7B
Government Entity Clients
10AUM
$5.9B
Insurance Company Clients
1AUM
$25.5M
Sovereign Wealth Fund Clients
1AUM
$584.3M
Corporation or Business Clients
203AUM
$2.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Felony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.