PPrivate Fund Data Log in Join · $37/mo

BMO Family Office, LLC

● SEC registered since 1999CRD 110264SEC# 801-56868Chicago, IL
Export (members)
Ranks #759 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$8.13B
Fund GAV
$766.2M
Private funds
26
Employees
120
Accounts
5,520
Location
Chicago, IL

BMO Family Office, LLC assets under management

BMO Family Office, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1999. It reports $8.1 billion in regulatory assets under management and employs 120 people. BMO Family Office, LLC manages 26 private funds with combined gross assets of $766.2 million, including Fcm International LLC. By regulatory assets, it ranks 759 of 5,911 private fund managers.

BMO Family Office, LLC private funds

26 funds · $766.2M GAV
FundTypeGross assetsMin.
Fcm International LLCOther Private$142.7M$1
Fcm Small Cap LLCOther Private$99.9M$1
Fcm Large Cap LLCOther Private$72.3M$1
See all 26 funds — unlock the full record.
Join to unlock · $37/mo

BMO Family Office, LLC owners & executives

11 reported
NameTitleOwnershipSince
Amy Lynn Hale ControlDirectorUnder 5%2025
Amy Moulden Griman ControlPresident & CeoUnder 5%2023
BMO Financial Corp ControlSole MemberOver 75%2012
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does BMO Family Office, LLC manage?

BMO Family Office, LLC reports $8.1 billion in regulatory assets under management on its Form ADV.

How many private funds does BMO Family Office, LLC manage?

BMO Family Office, LLC manages 26 private funds with combined gross assets of $766.2 million.

How many employees does BMO Family Office, LLC have?

BMO Family Office, LLC reports 120 employees.

Where is BMO Family Office, LLC located?

BMO Family Office, LLC is based in Chicago, IL and has been SEC-registered since 1999.

Does BMO Family Office, LLC disclose fund performance?

BMO Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address320 South Canal Street, Floor 12, Chicago, IL 60606
Phone(650) 210-5042
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1673962
Discloses disciplinary historyYes

Assets under management

Discretionary$7.97B
Non-discretionary$156.6M
Total (RAUM)$8.13B