{"url":"https://nivawealth.com/firms/william-blair-and-company-1252","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/1252","regulatoryAum":64284844374,"crd":"1252","secFileNumber":"801-688","legalName":"William Blair & Company L.L.C.","displayName":"William Blair & Company","website":"https://www.williamblair.com","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/1252/8152d55e0f7721e8-r1.webp","tone":"dark","width":1074,"height":200,"sourceUrl":"https://www.williamblair.com","sourceLabel":"William Blair & Company L.l.c., website"},"xUrl":"https://www.x.com/williamblair","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"150 North Riverside Plaza","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60606"},"tradeNames":[],"registration":{"secApproved":"24 December 1947","noticeFilings":53,"latestNoticeFiling":"29 March 2019","inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[{"status":"Notice Filed","jurisdiction":"Alabama","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Alaska","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Arizona","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Arkansas","effectiveDate":"1994-06-08"},{"status":"Notice Filed","jurisdiction":"California","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Colorado","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Connecticut","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Delaware","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"District of Columbia","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Florida","effectiveDate":"1988-12-19"},{"status":"Notice Filed","jurisdiction":"Georgia","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Hawaii","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Idaho","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Illinois","effectiveDate":"2000-09-01"},{"status":"Notice Filed","jurisdiction":"Indiana","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Iowa","effectiveDate":"2003-12-08"},{"status":"Notice Filed","jurisdiction":"Kansas","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Kentucky","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Louisiana","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Maine","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Maryland","effectiveDate":"1994-07-01"},{"status":"Notice Filed","jurisdiction":"Massachusetts","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Michigan","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Minnesota","effectiveDate":"2003-12-10"},{"status":"Notice Filed","jurisdiction":"Mississippi","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Missouri","effectiveDate":"1994-09-13"},{"status":"Notice Filed","jurisdiction":"Montana","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Nebraska","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Nevada","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"New Hampshire","effectiveDate":"1994-04-08"},{"status":"Notice Filed","jurisdiction":"New Jersey","effectiveDate":"1994-08-03"},{"status":"Notice Filed","jurisdiction":"New Mexico","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"New York","effectiveDate":"2003-03-31"},{"status":"Notice Filed","jurisdiction":"North Carolina","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"North Dakota","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Ohio","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Oklahoma","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Oregon","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Pennsylvania","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Puerto Rico","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Rhode Island","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"South Carolina","effectiveDate":"2004-01-06"},{"status":"Notice Filed","jurisdiction":"South Dakota","effectiveDate":"2003-12-11"},{"status":"Notice Filed","jurisdiction":"Tennessee","effectiveDate":"2003-12-05"},{"status":"Notice Filed","jurisdiction":"Texas","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Utah","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Vermont","effectiveDate":"1995-01-17"},{"status":"Notice Filed","jurisdiction":"Virgin Islands","effectiveDate":"2019-03-29"},{"status":"Notice Filed","jurisdiction":"Virginia","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Washington","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"West Virginia","effectiveDate":"2003-12-04"},{"status":"Notice Filed","jurisdiction":"Wisconsin","effectiveDate":"1995-08-07"},{"status":"Notice Filed","jurisdiction":"Wyoming","effectiveDate":"2018-03-29"}],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"1947-12-24"}]}},"wealthAumPerClient":1492447.7555530372,"staff":{"employees":492,"advisory":231,"brokerDealerReps":410,"insuranceAgents":49,"promoters":4},"aum":{"discretionary":58076278078,"discretionaryAccounts":38800,"nonDiscretionary":6208566296,"nonDiscretionaryAccounts":981,"wrapProgram":48635597367,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":26242,"regulatoryAum":7326873678},{"label":"High-net-worth individuals","clients":9054,"regulatoryAum":45350562302},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":5616826},{"label":"Pension and profit-sharing plans","clients":364,"regulatoryAum":379121552},{"label":"Charitable organizations","clients":31,"regulatoryAum":1771479072},{"label":"Other investment advisers","clients":1146,"regulatoryAum":1393987774},{"label":"Corporations and other businesses","clients":1333,"regulatoryAum":8057203170}],"fees":[],"feeNotes":[],"feePrograms":[{"tier":"asserted","pages":[6],"excerpt":"William Blair charges a single comprehensive fee for the provision of services to Wrap Fee Program Clients. The\ncomprehensive fee includes investment advisory services and trade execution costs (including costs involved in\npurchasing and selling no-load mutual funds) for an account. Under certain limited circumstances, William Blair, as a\nbroker or dealer, may accept unsolicited orders from clients and may charge a commission on any unsolicited order\ninitiated by the client. We can charge up to a 2.00% annual fee on all assets, subject to negotiation. Fees are\nnegotiable. William Blair may, but is not obligated to, aggregate assets under management for multiple accounts\nowned across certain related accounts when determining the amount of advisory fee charged to Wrap Fee Program\nClients.","program":"Comprehensive Wrap Fee Program","summary":null,"evidence":[{"pages":[6],"excerpt":"William Blair charges a single comprehensive fee for the provision of services to Wrap Fee Program Clients. The\ncomprehensive fee includes investment advisory services and trade execution costs (including costs involved in\npurchasing and selling no-load mutual funds) for an account. Under certain limited circumstances, William Blair, as a\nbroker or dealer, may accept unsolicited orders from clients and may charge a commission on any unsolicited order\ninitiated by the client. We can charge up to a 2.00% annual fee on all assets, subject to negotiation. Fees are\nnegotiable. William Blair may, but is not obligated to, aggregate assets under management for multiple accounts\nowned across certain related accounts when determining the amount of advisory fee charged to Wrap Fee Program\nClients.","subject":"fee_rate_high"},{"pages":[6],"excerpt":"William Blair charges a single comprehensive fee for the provision of services to Wrap Fee Program Clients. The\ncomprehensive fee includes investment advisory services and trade execution costs (including costs involved in\npurchasing and selling no-load mutual funds) for an account. Under certain limited circumstances, William Blair, as a\nbroker or dealer, may accept unsolicited orders from clients and may charge a commission on any unsolicited order\ninitiated by the client. We can charge up to a 2.00% annual fee on all assets, subject to negotiation. Fees are\nnegotiable. William Blair may, but is not obligated to, aggregate assets under management for multiple accounts\nowned across certain related accounts when determining the amount of advisory fee charged to Wrap Fee Program\nClients.","subject":"fee_negotiable"},{"pages":[7],"excerpt":"We customarily bill fees quarterly, in advance, based on the market value of portfolio assets (including dividends and\ninterest) as of the last day of the prior quarter. When charged in advance, fees are calculated on the total market\nvalue of each account (including on assets invested in cash and cash equivalents and on accrued interest and\ndividends) on the last day of the prior quarter. When charged in arrears, fees are calculated on the total market value\nof each account (including on assets invested in cash and cash equivalents and on accrued interest and dividends) on\nthe last day of the current quarter.","subject":"fee_billing"},{"pages":[17],"excerpt":"William Blair generally requests a minimum account size of $100,000 for the Wrap Fee Program.","subject":"minimum_account"}],"feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037688","versionId":1037688,"reviewedOn":"2026-10-16","fee_billing":"both","submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"scheduleStatus":"numerical_disclosed","minimum_account":100000,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[27],"excerpt":"Our affiliate, WBIM, is an investment adviser and manager, and William Blair is distributor for the William Blair Funds.\nWilliam Blair and WBIM are paid by the William Blair Funds for the services they each provide. As investment adviser\nand manager, WBIM manages the William Blair Funds’ investments, administers their business affairs, furnishes office\nfacilities and equipment, provides clerical, bookkeeping and administrative services, and provides shareholder and\ninformation services. Partners and employees of William Blair and WBIM can serve (without compensation) as\ntrustees or officers of the William Blair Funds if elected to such positions. As of December 31, 2024, investment\nmanagement fees paid by the William Blair Funds ranged from 0.60% to 1.10% for all share classes.","program":"Affiliated William Blair Funds — disclosed management fees as of December 31, 2024","summary":null,"evidence":[{"pages":[27],"excerpt":"Our affiliate, WBIM, is an investment adviser and manager, and William Blair is distributor for the William Blair Funds.\nWilliam Blair and WBIM are paid by the William Blair Funds for the services they each provide. As investment adviser\nand manager, WBIM manages the William Blair Funds’ investments, administers their business affairs, furnishes office\nfacilities and equipment, provides clerical, bookkeeping and administrative services, and provides shareholder and\ninformation services. Partners and employees of William Blair and WBIM can serve (without compensation) as\ntrustees or officers of the William Blair Funds if elected to such positions. As of December 31, 2024, investment\nmanagement fees paid by the William Blair Funds ranged from 0.60% to 1.10% for all share classes.","subject":"fee_rate_low"},{"pages":[27],"excerpt":"Our affiliate, WBIM, is an investment adviser and manager, and William Blair is distributor for the William Blair Funds.\nWilliam Blair and WBIM are paid by the William Blair Funds for the services they each provide. As investment adviser\nand manager, WBIM manages the William Blair Funds’ investments, administers their business affairs, furnishes office\nfacilities and equipment, provides clerical, bookkeeping and administrative services, and provides shareholder and\ninformation services. Partners and employees of William Blair and WBIM can serve (without compensation) as\ntrustees or officers of the William Blair Funds if elected to such positions. As of December 31, 2024, investment\nmanagement fees paid by the William Blair Funds ranged from 0.60% to 1.10% for all share classes.","subject":"fee_rate_high"}],"feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":0.6,"fee_rate_high":1.1,"fee_negotiable":null,"scheduleStatus":"numerical_disclosed","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[19],"excerpt":"William Blair does not generally offer performance-based fee arrangements to clients.\n\nAs discussed above, however, William Blair’s affiliate, the MB General Partner, as well as other general partners to of\nother private funds sponsored and / or managed by William Blair (each an “Affiliated General Partner”), may earn a\nperformance-based fee, if applicable. As more fully described in any applicable offering documents, the Affiliated\nGeneral Partner will be entitled to a portion of the profits of the limited partnership as “carried interest.” The amount\nof the performance-based fee and how it is calculated is fully disclosed in the applicable offering document. The\namount of the performance-based fee may vary by series. Carried interest, where applicable, is indirectly borne by\nlimited partners who are not affiliated with the Affiliated General Partner and/or William Blair. Limited partners\nshould understand that the receipt of performance-based fees creates a conflict of interest as the Affiliated General\nPartner has the potential to receive higher compensation.","program":"MB Investments and other sponsored private funds — carried interest if applicable","summary":null,"evidence":[],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"no_numerical_schedule","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[18],"excerpt":"With respect to the Non-Discretionary Model Portfolio Program, William Blair provides investment recommendations\nto other registered investment advisers, including some in whom William Blair and / or its partners may own a\nminority interest. These registered investment advisers pay us advisory fees based on their clients’ total assets\nfollowing a model portfolio.","program":"Non-Discretionary Model Portfolio Program","summary":null,"evidence":[],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"no_numerical_schedule","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[18],"excerpt":"For certain clients, William Blair provides non-discretionary investment advisory services to clients (including\nregistered investment advisers under the Non-Discretionary Model Portfolio Program) for a fee. These non-\ndiscretionary advisory services include but are not limited to: recommending the purchase and sale of securities;\nmonitoring the performance of third party managers; recommending unaffiliated investment advisers that are\notherwise not available on the Platform Provider; and/or aggregated and consolidated reporting on client assets,\nincluding asset allocation advice, investment policy statement monitoring, and performance reporting. For the\noutlined non-discretionary advisory services, we charge a flat fee or an asset-based fee, subject to negotiation.","program":"Other non-discretionary advisory services — negotiated flat or asset-based fees","summary":null,"evidence":[{"pages":[18],"excerpt":"For certain clients, William Blair provides non-discretionary investment advisory services to clients (including\nregistered investment advisers under the Non-Discretionary Model Portfolio Program) for a fee. These non-\ndiscretionary advisory services include but are not limited to: recommending the purchase and sale of securities;\nmonitoring the performance of third party managers; recommending unaffiliated investment advisers that are\notherwise not available on the Platform Provider; and/or aggregated and consolidated reporting on client assets,\nincluding asset allocation advice, investment policy statement monitoring, and performance reporting. For the\noutlined non-discretionary advisory services, we charge a flat fee or an asset-based fee, subject to negotiation.","subject":"fee_negotiable"}],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":true,"scheduleStatus":"no_numerical_schedule","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[10],"excerpt":"In cases where a client’s account or a portion thereof is managed by a third party investment manager or Sub-\nManager, clients will pay the third party management fee, as well as William Blair’s advisory fee and any platform\naccess fee, if applicable.","program":"Platform and third-party manager accounts — separate manager/platform fees","summary":null,"evidence":[{"pages":[20],"excerpt":"Account Type/Relationship                        Minimum\n\nWBIM Sub-Advisory/WBIM Separate                  $2 million\nAccounts\nPWM Non-Wrap Program Accounts                    $50,000\nWilliam Blair Wrap Program                       $100,000\nAccounts\nPlatform Separate Accounts*                      $100,000\n\n*Certain third-party managers may be higher.","subject":"minimum_account"}],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"no_numerical_schedule","minimum_account":100000,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[17],"excerpt":"For clients’ accounts managed by PWM, we charge up to a 2.00% fee on all assets, subject to negotiation. These\nannual fees are generally payable quarterly in advance, based on the appraised total market value of the account(s)\nincluding accrued interest and dividends but excluding the then current balance invested in any William Blair Funds,\nBlair Private Funds, WBIM Sub-Advisory Accounts, WBIM Separate Accounts, William Blair Managed MB Investments,\nany assets agreed to by the client and William Blair to be held in the account as an accommodation and not subject to\nsupervision will be excluded from the calculation of the advisory fee and as described in the investment advisory\nagreement. Notwithstanding the foregoing and as previously noted in this Brochure, in certain instances the\ncalculation of the advisory fee paid to William Blair will include the assets held in or through a WBIM Sub-Advisory\nAccount, provided that WBIM does not charge a separate advisory fee to the client for its sub-advisory services.","program":"PWM non-wrap separately managed accounts","summary":null,"evidence":[{"pages":[17],"excerpt":"For clients’ accounts managed by PWM, we charge up to a 2.00% fee on all assets, subject to negotiation. These\nannual fees are generally payable quarterly in advance, based on the appraised total market value of the account(s)\nincluding accrued interest and dividends but excluding the then current balance invested in any William Blair Funds,\nBlair Private Funds, WBIM Sub-Advisory Accounts, WBIM Separate Accounts, William Blair Managed MB Investments,\nany assets agreed to by the client and William Blair to be held in the account as an accommodation and not subject to\nsupervision will be excluded from the calculation of the advisory fee and as described in the investment advisory\nagreement. Notwithstanding the foregoing and as previously noted in this Brochure, in certain instances the\ncalculation of the advisory fee paid to William Blair will include the assets held in or through a WBIM Sub-Advisory\nAccount, provided that WBIM does not charge a separate advisory fee to the client for its sub-advisory services.","subject":"fee_rate_high"},{"pages":[17],"excerpt":"For clients’ accounts managed by PWM, we charge up to a 2.00% fee on all assets, subject to negotiation. These\nannual fees are generally payable quarterly in advance, based on the appraised total market value of the account(s)\nincluding accrued interest and dividends but excluding the then current balance invested in any William Blair Funds,\nBlair Private Funds, WBIM Sub-Advisory Accounts, WBIM Separate Accounts, William Blair Managed MB Investments,\nany assets agreed to by the client and William Blair to be held in the account as an accommodation and not subject to\nsupervision will be excluded from the calculation of the advisory fee and as described in the investment advisory\nagreement. Notwithstanding the foregoing and as previously noted in this Brochure, in certain instances the\ncalculation of the advisory fee paid to William Blair will include the assets held in or through a WBIM Sub-Advisory\nAccount, provided that WBIM does not charge a separate advisory fee to the client for its sub-advisory services.","subject":"fee_negotiable"},{"pages":[6],"excerpt":"William Blair provides discretionary and non-discretionary investment management services to clients and charges\nannual fees, payable quarterly either in advance or in arrears (depending on the terms of each investment\nmanagement agreement). We charge up to a 2.00% fee on all assets, subject to negotiation.","subject":"fee_billing"},{"pages":[20],"excerpt":"Account Type/Relationship                        Minimum\n\nWBIM Sub-Advisory/WBIM Separate                  $2 million\nAccounts\nPWM Non-Wrap Program Accounts                    $50,000\nWilliam Blair Wrap Program                       $100,000\nAccounts\nPlatform Separate Accounts*                      $100,000\n\n*Certain third-party managers may be higher.","subject":"minimum_account"}],"feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":"both","submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"scheduleStatus":"numerical_disclosed","minimum_account":50000,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[18],"excerpt":"In some instances, PWM Advisors may recommend to certain clients that they establish a WBIM Separate Account.\nWilliam Blair and PWM Advisors do not conduct initial or ongoing due diligence on our affiliate, WBIM. In these\ninstances, PWM’s clients are free to accept or reject our recommendation. If a PWM client accepts our\nrecommendation, the client would enter into a separate investment advisory agreement with WBIM setting forth all\nfees (including an investment management fee) and expenses (including execution costs).","program":"WBIM Separate Accounts — separately contracted affiliate management","summary":null,"evidence":[{"pages":[20],"excerpt":"Account Type/Relationship                        Minimum\n\nWBIM Sub-Advisory/WBIM Separate                  $2 million\nAccounts\nPWM Non-Wrap Program Accounts                    $50,000\nWilliam Blair Wrap Program                       $100,000\nAccounts\nPlatform Separate Accounts*                      $100,000\n\n*Certain third-party managers may be higher.","subject":"minimum_account"}],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"no_numerical_schedule","minimum_account":2000000,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[14],"excerpt":"With respect to WBIM Sub-Advisory Accounts, we either do not charge our account level investment management fee\nin addition to what WBIM earns to manage assets in the WBIM Sub-Advisory Account or our account level fee is\ninclusive of the assets managed by WBIM, in which case WBIM will not separately charge an investment management\nfee on the assets for which it sub-advises. If we exclude the assets under a WBIM Sub-Advisory Account when we\ncalculate the investment management fees we charge you, WBIM will earn a sub-advisory fee to manage client assets\nin a WBIM Sub-Advisory Account and will compensate William Blair (and, in turn, PWM Advisors) up to 50% of the sub-\nadvisory fee it earns based on PWM’s clients’ assets managed in WBIM Sub-Advisory Accounts.","program":"WBIM Sub-Advisory Accounts — included or separate affiliate fee","summary":null,"evidence":[{"pages":[20],"excerpt":"Account Type/Relationship                        Minimum\n\nWBIM Sub-Advisory/WBIM Separate                  $2 million\nAccounts\nPWM Non-Wrap Program Accounts                    $50,000\nWilliam Blair Wrap Program                       $100,000\nAccounts\nPlatform Separate Accounts*                      $100,000\n\n*Certain third-party managers may be higher.","subject":"minimum_account"}],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037689","versionId":1037689,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"no_numerical_schedule","minimum_account":2000000,"fee_minimum_annual":null,"entryCountLowerBound":null},{"tier":"asserted","pages":[6],"excerpt":"Fees for Research Services are negotiable and vary from client to client based upon the nature of the Research\nServices provided and other factors (“Research Fees”). The specific Research Fee and terms of payment are agreed\nupon between the parties and are typically paid in arrears. Invoices are available upon request but may also be\nprovided when deemed necessary. William Blair generally does not solicit or accept pre-paid Research Fees for\nprovision of Research Services.","program":"Institutional Equity Research Services","summary":null,"evidence":[{"pages":[6],"excerpt":"Fees for Research Services are negotiable and vary from client to client based upon the nature of the Research\nServices provided and other factors (“Research Fees”). The specific Research Fee and terms of payment are agreed\nupon between the parties and are typically paid in arrears. Invoices are available upon request but may also be\nprovided when deemed necessary. William Blair generally does not solicit or accept pre-paid Research Fees for\nprovision of Research Services.","subject":"fee_negotiable"},{"pages":[6],"excerpt":"Fees for Research Services are negotiable and vary from client to client based upon the nature of the Research\nServices provided and other factors (“Research Fees”). The specific Research Fee and terms of payment are agreed\nupon between the parties and are typically paid in arrears. Invoices are available upon request but may also be\nprovided when deemed necessary. William Blair generally does not solicit or accept pre-paid Research Fees for\nprovision of Research Services.","subject":"fee_billing"}],"feeBasis":"not_disclosed","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037690","versionId":1037690,"reviewedOn":"2026-10-16","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":true,"scheduleStatus":"no_numerical_schedule","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-16T03:06:37.458313+00:00","documents":[{"name":"WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037690","versionId":1037690,"submittedOn":"2026-03-31"},{"name":"WILLIAM BLAIR & COMPANY, L.L.C. 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They include 26,242 other individual clients, 9,054 high-net-worth individuals, and 1,333 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does William Blair & Company offer?","answer":"William Blair & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does William Blair & Company use?","answer":"William Blair & Company’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $51,519,620,266. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does William Blair & Company have?","answer":"William Blair & Company has 272 investment adviser representatives registered with state securities authorities, out of 492 employees, and 231 perform investment advisory functions. 410 employees are registered representatives of a broker-dealer and 49 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does William Blair & Company invest in?","answer":"At the end of its last fiscal year, William Blair & Company’s separately managed accounts held 59% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 5% other, 4% state and local bonds, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 1% high-yield corporate bonds and 1% cash and equivalents. 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