BMO FAMILY OFFICE, LLC
CRD #110264 SEC #801-56868 CHICAGO, IL (650) 210-5042
SEC Registered Private Funds
Total AUM
$8.1B
Discretionary
$8B
Employees
120
Clients
51
Accounts
5,520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Sep 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Apr 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Apr 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Mar 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Jan 2025 | $8.1B | $8B | $156.6M | 120 | 17 |
| Nov 2024 | $6.1B | $6B | $135.3M | 135 | 23 |
| Oct 2024 | $6.1B | $6B | $135.3M | 135 | 23 |
| Jan 2024 | $6.1B | $6B | $135.3M | 135 | 23 |
| Oct 2023 | $5.8B | $5.6B | $145.9M | 135 | 30 |
| Sep 2023 | $5.8B | $5.6B | $145.9M | 135 | 30 |
| Aug 2023 | $5.8B | $5.6B | $145.9M | 135 | 30 |
| May 2023 | $5.8B | $5.6B | $145.9M | 135 | 30 |
| Jan 2023 | $5.8B | $5.6B | $145.9M | 135 | 30 |
| Oct 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Jul 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Jun 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Apr 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Feb 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Jan 2022 | $7.3B | $7.1B | $202M | 120 | 30 |
| Jan 2021 | $5.4B | $5.1B | $265.3M | 120 | 34 |
| Nov 2020 | $4.6B | $4.3B | $245.6M | 110 | 31 |
| Jul 2020 | $4.6B | $4.3B | $245.6M | 110 | 31 |
| Jul 2020 | $4.6B | $4.3B | $245.6M | 110 | 31 |
| Jun 2020 | $4.6B | $4.3B | $245.6M | 110 | 31 |
| Jun 2020 | $4.6B | $4.3B | $245.6M | 110 | 31 |
| Jan 2020 | $4.4B | $4.4B | $0 | 110 | 31 |
| Aug 2019 | $12.8B | $12.8B | $0 | 120 | 44 |
| Jan 2019 | $12.8B | $12.8B | $0 | 120 | 44 |
| Jun 2018 | $14B | $14B | $0 | 150 | 50 |
| Apr 2018 | $14B | $14B | $0 | 150 | 50 |
| Apr 2018 | $14B | $14B | $0 | 150 | 50 |
| Apr 2018 | $14B | $14B | $0 | 150 | 50 |
| Jan 2018 | $14B | $14B | $0 | 150 | 50 |
| May 2017 | $12.4B | $12.4B | $0 | 175 | 100 |
| Apr 2017 | $12.4B | $12.4B | $0 | 175 | 100 |
| Jan 2017 | $12.4B | $12.4B | $0 | 175 | 100 |
| Jan 2017 | $12.4B | $12.4B | $0 | 175 | 100 |
| Dec 2016 | $12.4B | $12.4B | $0 | 175 | 100 |
| Aug 2016 | $11.3B | $11B | $344.4M | 175 | 200 |
| Feb 2016 | $11.3B | $11B | $344.4M | 175 | 200 |
| Jan 2016 | $11.3B | $11B | $344.4M | 175 | 200 |
| Oct 2015 | $8.9B | $8.9B | $0 | 180 | 200 |
| Sep 2015 | $8.9B | $8.9B | $0 | 180 | 200 |
| May 2015 | $8.9B | $8.9B | $0 | 180 | 200 |
| Jan 2015 | $8.9B | $8.9B | $0 | 180 | 200 |
| Dec 2014 | $8.9B | $8.9B | $0 | 180 | 200 |
| Dec 2014 | $8.9B | $8.9B | $0 | 180 | 200 |
| Oct 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Jul 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Jul 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Jun 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Jun 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| May 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Feb 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Jan 2014 | $8.5B | $8.5B | $0 | 150 | 200 |
| Dec 2013 | $8.5B | $8.5B | $0 | 150 | 200 |
| Dec 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| Sep 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| Jul 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| Jun 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| May 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| Apr 2013 | $7.1B | $7.1B | $0 | 150 | 200 |
| Feb 2013 | $6.6B | $6.6B | $0 | 140 | 150 |
| Jan 2013 | $6.6B | $6.6B | $0 | 140 | 150 |
| Dec 2012 | $6.6B | $6.6B | $0 | 140 | 150 |
| Jul 2012 | $6.6B | $6.6B | $0 | 11 | 150 |
| May 2012 | $6B | $6B | $0 | 11 | 26 |
| Mar 2012 | $5.9B | $5.9B | $0 | 11 | 26 |
| Jul 2011 | $7.3B | $5.3B | $2B | -- | -- |
| May 2011 | $7.3B | $5.3B | $2B | -- | -- |
| May 2011 | $7.3B | $5.3B | $2B | -- | -- |
| Mar 2011 | $7.3B | $5.3B | $2B | -- | -- |
| Apr 2010 | $6.8B | $5.4B | $1.5B | -- | -- |
| Jan 2010 | $6.3B | $5.1B | $1.2B | -- | -- |
| Mar 2009 | $6.3B | $5.1B | $1.2B | -- | -- |
| Mar 2008 | $7.5B | $5.8B | $1.7B | -- | -- |
| Oct 2007 | $7B | $5.5B | $1.5B | -- | -- |
| Mar 2007 | $7B | $5.5B | $1.5B | -- | -- |
| Dec 2006 | $5.8B | $4.4B | $1.4B | -- | -- |
| Jan 2006 | $3.1B | $1.4B | $1.7B | -- | -- |
| Oct 2005 | $3.1B | $1.4B | $1.7B | -- | -- |
| Oct 2005 | $3.1B | $1.4B | $1.7B | -- | -- |
| Jan 2005 | $1.7B | $1.1B | $594M | -- | -- |
| Dec 2004 | $1.7B | $1.1B | $594M | -- | -- |
| Aug 2004 | $1.7B | $1.1B | $594M | -- | -- |
| May 2004 | $1.7B | $1.1B | $594M | -- | -- |
| Dec 2003 | $3.5B | $1.6B | $1.9B | -- | -- |
| Nov 2003 | $3.5B | $1.6B | $1.9B | -- | -- |
| Apr 2002 | $6.6B | $1.1B | $5.5B | -- | -- |
| Jul 2001 | $6.2B | $1.6B | $4.6B | -- | -- |
DateSep 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateSep 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateApr 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateApr 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateMar 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateJan 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$156.6M
Employees120
Clients17
DateNov 2024
Total AUM$6.1B
Discretionary$6B
Non-Disc.$135.3M
Employees135
Clients23
DateOct 2024
Total AUM$6.1B
Discretionary$6B
Non-Disc.$135.3M
Employees135
Clients23
DateJan 2024
Total AUM$6.1B
Discretionary$6B
Non-Disc.$135.3M
Employees135
Clients23
DateOct 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$145.9M
Employees135
Clients30
DateSep 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$145.9M
Employees135
Clients30
DateAug 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$145.9M
Employees135
Clients30
DateMay 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$145.9M
Employees135
Clients30
DateJan 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$145.9M
Employees135
Clients30
DateOct 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateJul 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateJun 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateApr 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateFeb 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateJan 2022
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$202M
Employees120
Clients30
DateJan 2021
Total AUM$5.4B
Discretionary$5.1B
Non-Disc.$265.3M
Employees120
Clients34
DateNov 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$245.6M
Employees110
Clients31
DateJul 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$245.6M
Employees110
Clients31
DateJul 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$245.6M
Employees110
Clients31
DateJun 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$245.6M
Employees110
Clients31
DateJun 2020
Total AUM$4.6B
Discretionary$4.3B
Non-Disc.$245.6M
Employees110
Clients31
DateJan 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees110
Clients31
DateAug 2019
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees120
Clients44
DateJan 2019
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees120
Clients44
DateJun 2018
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees150
Clients50
DateApr 2018
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees150
Clients50
DateApr 2018
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees150
Clients50
DateApr 2018
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees150
Clients50
DateJan 2018
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees150
Clients50
DateMay 2017
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees175
Clients100
DateApr 2017
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees175
Clients100
DateJan 2017
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees175
Clients100
DateJan 2017
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees175
Clients100
DateDec 2016
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees175
Clients100
DateAug 2016
Total AUM$11.3B
Discretionary$11B
Non-Disc.$344.4M
Employees175
Clients200
DateFeb 2016
Total AUM$11.3B
Discretionary$11B
Non-Disc.$344.4M
Employees175
Clients200
DateJan 2016
Total AUM$11.3B
Discretionary$11B
Non-Disc.$344.4M
Employees175
Clients200
DateOct 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateSep 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateMay 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateJan 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateDec 2014
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateDec 2014
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees180
Clients200
DateOct 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateJul 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateJul 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateJun 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateJun 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateMay 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateFeb 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateJan 2014
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateDec 2013
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees150
Clients200
DateDec 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateSep 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateJul 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateJun 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateMay 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateApr 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees150
Clients200
DateFeb 2013
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees140
Clients150
DateJan 2013
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees140
Clients150
DateDec 2012
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees140
Clients150
DateJul 2012
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees11
Clients150
DateMay 2012
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMay 2011
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMay 2011
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateMar 2011
Total AUM$7.3B
Discretionary$5.3B
Non-Disc.$2B
Employees--
Clients--
DateApr 2010
Total AUM$6.8B
Discretionary$5.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJan 2010
Total AUM$6.3B
Discretionary$5.1B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2009
Total AUM$6.3B
Discretionary$5.1B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2008
Total AUM$7.5B
Discretionary$5.8B
Non-Disc.$1.7B
Employees--
Clients--
DateOct 2007
Total AUM$7B
Discretionary$5.5B
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2007
Total AUM$7B
Discretionary$5.5B
Non-Disc.$1.5B
Employees--
Clients--
DateDec 2006
Total AUM$5.8B
Discretionary$4.4B
Non-Disc.$1.4B
Employees--
Clients--
DateJan 2006
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.7B
Employees--
Clients--
DateOct 2005
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.7B
Employees--
Clients--
DateOct 2005
Total AUM$3.1B
Discretionary$1.4B
Non-Disc.$1.7B
Employees--
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$594M
Employees--
Clients--
DateDec 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$594M
Employees--
Clients--
DateAug 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$594M
Employees--
Clients--
DateMay 2004
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$594M
Employees--
Clients--
DateDec 2003
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees--
Clients--
DateNov 2003
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees--
Clients--
DateApr 2002
Total AUM$6.6B
Discretionary$1.1B
Non-Disc.$5.5B
Employees--
Clients--
DateJul 2001
Total AUM$6.2B
Discretionary$1.6B
Non-Disc.$4.6B
Employees--
Clients--