KOVITZ INVESTMENT GROUP, LLC
CRD #127880 SEC #801-62239 CHICAGO, IL 312-334-7300
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$3.1B
Employees
50
Clients
251
Accounts
3,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2016 | $3.1B | $3.1B | $0 | 50 | 1,000 |
| Dec 2015 | $3.1B | $3.1B | $0 | 50 | 1,000 |
| Oct 2015 | $3.1B | $3.1B | $0 | 50 | 1,000 |
| May 2015 | $3.1B | $3.1B | $0 | 50 | 1,000 |
| Mar 2015 | $3.1B | $3.1B | $0 | 50 | 1,000 |
| May 2014 | $3.2B | $3.2B | $0 | 46 | 1,000 |
| May 2014 | $3.2B | $3.2B | $0 | 46 | 1,000 |
| May 2014 | $3.2B | $3.2B | $0 | 46 | 1,000 |
| Mar 2014 | $3.2B | $3.2B | $0 | 46 | 1,000 |
| May 2013 | $2.5B | $2.5B | $0 | 43 | 1,000 |
| Apr 2013 | $2.4B | $2.4B | $0 | 43 | 1,000 |
| Apr 2013 | $2.4B | $2.4B | $0 | 43 | 1,000 |
| Jan 2013 | $2B | $2B | $0 | 40 | 1,000 |
| Sep 2012 | $2B | $2B | $0 | 11 | 1,000 |
| Jun 2012 | $2B | $2B | $0 | 11 | 1,000 |
| Mar 2012 | $2B | $2B | $0 | 11 | 1,000 |
| Feb 2012 | $1.8B | $1.8B | $0 | 11 | 1,000 |
| May 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Aug 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Jul 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Jan 2008 | $971.7M | $971.7M | $0 | -- | -- |
| Oct 2007 | $971.7M | $971.7M | $0 | -- | -- |
| Mar 2007 | $971.7M | $971.7M | $0 | -- | -- |
| Feb 2006 | $778.6M | $778.6M | $0 | -- | -- |
| Nov 2005 | $426.7M | $426.7M | $0 | -- | -- |
| May 2005 | $426.7M | $426.7M | $0 | -- | -- |
| Jun 2004 | $194.3M | $194.3M | $0 | -- | -- |
| Nov 2003 | $194.3M | $194.3M | $0 | -- | -- |
DateJan 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees50
Clients1,000
DateDec 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees50
Clients1,000
DateOct 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees50
Clients1,000
DateMay 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees50
Clients1,000
DateMar 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees50
Clients1,000
DateMay 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees46
Clients1,000
DateMay 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees46
Clients1,000
DateMay 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees46
Clients1,000
DateMar 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees46
Clients1,000
DateMay 2013
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees43
Clients1,000
DateApr 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees43
Clients1,000
DateApr 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees43
Clients1,000
DateJan 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees40
Clients1,000
DateSep 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients1,000
DateJun 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients1,000
DateFeb 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients1,000
DateMay 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$971.7M
Discretionary$971.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$971.7M
Discretionary$971.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$971.7M
Discretionary$971.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$778.6M
Discretionary$778.6M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$426.7M
Discretionary$426.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$426.7M
Discretionary$426.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees--
Clients--