| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Millennium Fundamental Hedged Equity Qp, L.P. | Hedge | $75.6M | $250K |
| New Millennium Fundamental Hedged Equity, L.P. | Hedge | $47.9M | $250K |
| Telemus Life Science Real Estate Fund, LLC | Other Private | $10.6M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2016 |
| Jeremy Mark Wilson Control | Chief Compliance Officer | Under 5% | 2020 |
| Joel Davidson Hirsh Control | Vice President, Co-Chief Investment Officer | Under 5% | 2019 |
Kovitz Investment Group Partners, LLC reports $31.7 billion in regulatory assets under management on its Form ADV.
Kovitz Investment Group Partners, LLC manages 4 private funds with combined gross assets of $137.4 million.
Kovitz Investment Group Partners, LLC reports 372 employees.
Kovitz Investment Group Partners, LLC is based in Chicago, IL and has been SEC-registered since 2015.
Kovitz Investment Group Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 71 S Wacker Drive, Suite 1860, Chicago, IL 60606 |
| Phone | (203) 532-7000 |
| Fax | (203) 532-7014 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1665198 |
| Discloses disciplinary history | No |
| Discretionary | $29.51B |
| Non-discretionary | $2.22B |
| Total (RAUM) | $31.73B |