KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD #282241 SEC #801-107054 CHICAGO, IL 312-334-7300
SEC Registered Private Funds
Total AUM
$31.7B
Discretionary
$29.5B
Employees
372
Clients
--
Accounts
38,915
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $31.7B | $29.5B | $2.2B | 372 | 164 |
| Aug 2025 | $31.7B | $29.5B | $2.2B | 372 | 164 |
| Apr 2025 | $31.7B | $29.5B | $2.2B | 372 | 164 |
| Mar 2025 | $31.7B | $29.5B | $2.2B | 372 | 164 |
| Jan 2025 | $11.3B | $10.6B | $649.9M | 392 | 29 |
| Jan 2025 | $11.3B | $10.6B | $649.9M | 392 | 29 |
| Jan 2025 | $11.3B | $10.6B | $649.9M | 392 | 29 |
| Nov 2024 | $11.3B | $10.6B | $649.9M | 392 | 29 |
| Oct 2024 | $11.3B | $10.6B | $649.9M | 316 | 29 |
| Aug 2024 | $11.3B | $10.6B | $649.9M | 316 | 29 |
| Jul 2024 | $11.3B | $10.6B | $649.9M | 291 | 29 |
| Jun 2024 | $11.3B | $10.6B | $649.9M | 270 | 29 |
| May 2024 | $11.3B | $10.6B | $649.9M | 229 | 29 |
| Apr 2024 | $11.3B | $10.6B | $649.9M | 165 | 29 |
| Apr 2024 | $11.3B | $10.6B | $649.9M | 165 | 29 |
| Mar 2024 | $11.3B | $10.6B | $649.9M | 165 | 29 |
| Mar 2024 | $7.3B | $7.3B | $0 | 92 | 0 |
| Nov 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Oct 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Sep 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Sep 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Sep 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Aug 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| May 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Mar 2023 | $7.3B | $7.3B | $0 | 92 | 0 |
| Jan 2023 | $7.8B | $7.8B | $0 | 90 | 0 |
| Dec 2022 | $7.8B | $7.8B | $0 | 90 | 0 |
| Nov 2022 | $7.8B | $7.8B | $0 | 90 | 0 |
| Nov 2022 | $7.8B | $7.8B | $0 | 90 | 0 |
| May 2022 | $7.8B | $7.8B | $0 | 90 | 0 |
| Mar 2022 | $7.8B | $7.8B | $0 | 90 | 0 |
| Jan 2022 | $6.4B | $6.4B | $0 | 83 | 0 |
| Oct 2021 | $6.4B | $6.4B | $0 | 83 | 0 |
| Mar 2021 | $6.4B | $6.4B | $0 | 83 | 0 |
| Feb 2021 | $5.1B | $5.1B | $0 | 80 | 0 |
| Oct 2020 | $5.1B | $5.1B | $0 | 80 | 0 |
| Aug 2020 | $5.1B | $5.1B | $0 | 80 | 0 |
| May 2020 | $5.1B | $5.1B | $0 | 80 | 0 |
| Mar 2020 | $5B | $5B | $0 | 80 | 0 |
| Apr 2019 | $4.2B | $4.2B | $0 | 74 | 0 |
| Mar 2019 | $4.2B | $4.2B | $0 | 74 | 0 |
| Mar 2019 | $3.7B | $3.7B | $0 | 67 | 0 |
| Nov 2018 | $4B | $4B | $0 | 70 | 0 |
| Jun 2018 | $3.3B | $3.3B | $0 | 55 | 0 |
| Apr 2018 | $3.3B | $3.3B | $0 | 55 | 0 |
| Mar 2018 | $3.2B | $3.2B | $0 | 55 | 0 |
| Sep 2017 | $2.8B | $2.8B | $0 | 50 | 1,200 |
| Aug 2017 | $2.8B | $2.8B | $0 | 50 | 1,200 |
| Mar 2017 | $2.8B | $2.8B | $0 | 50 | 1,200 |
| Mar 2017 | $2.7B | $2.7B | $0 | 50 | 1,200 |
| Jan 2017 | $2.7B | $2.7B | $0 | 50 | 1,000 |
| Apr 2016 | $2.7B | $2.7B | $0 | 50 | 1,000 |
| Feb 2016 | $2.7B | $2.7B | $0 | 50 | 1,000 |
| Jan 2016 | $0 | $0 | $0 | 50 | 0 |
| Dec 2015 | $0 | $0 | $0 | 50 | 0 |
| Dec 2015 | $0 | $0 | $0 | 50 | 0 |
DateNov 2025
Total AUM$31.7B
Discretionary$29.5B
Non-Disc.$2.2B
Employees372
Clients164
DateAug 2025
Total AUM$31.7B
Discretionary$29.5B
Non-Disc.$2.2B
Employees372
Clients164
DateApr 2025
Total AUM$31.7B
Discretionary$29.5B
Non-Disc.$2.2B
Employees372
Clients164
DateMar 2025
Total AUM$31.7B
Discretionary$29.5B
Non-Disc.$2.2B
Employees372
Clients164
DateJan 2025
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees392
Clients29
DateJan 2025
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees392
Clients29
DateJan 2025
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees392
Clients29
DateNov 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees392
Clients29
DateOct 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees316
Clients29
DateAug 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees316
Clients29
DateJul 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees291
Clients29
DateJun 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees270
Clients29
DateMay 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees229
Clients29
DateApr 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees165
Clients29
DateApr 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees165
Clients29
DateMar 2024
Total AUM$11.3B
Discretionary$10.6B
Non-Disc.$649.9M
Employees165
Clients29
DateMar 2024
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateNov 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateOct 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateSep 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateSep 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateSep 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateAug 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateMay 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateMar 2023
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees92
Clients0
DateJan 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateDec 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateNov 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateNov 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateMay 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateMar 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees90
Clients0
DateJan 2022
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees83
Clients0
DateOct 2021
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees83
Clients0
DateMar 2021
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees83
Clients0
DateFeb 2021
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees80
Clients0
DateOct 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees80
Clients0
DateAug 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees80
Clients0
DateMay 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2020
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees80
Clients0
DateApr 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees74
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees74
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees67
Clients0
DateNov 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees70
Clients0
DateJun 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees55
Clients0
DateApr 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees55
Clients0
DateMar 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees55
Clients0
DateSep 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients1,200
DateAug 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients1,200
DateMar 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees50
Clients1,200
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees50
Clients1,200
DateJan 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees50
Clients1,000
DateApr 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees50
Clients1,000
DateFeb 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees50
Clients1,000
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees50
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees50
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees50
Clients0