Kovitz Investment Group Partners LLC

Full Contact Details

Kovitz Investment Group Partners LLC

115 S. LASALLE STREET, 27TH FLOOR, CHICAGO, IL

312-334-7300

312-334-7308

Other Info

Kovitz Investment Group Partners LLC is legally known as KOVITZ INVESTMENT GROUP PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 74 employees, of which 36 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 24, 2015.

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Direct Owners

CAROLYN ELAINE RADEN
VICE PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%
FOCUS OPERATING, LLC
MEMBER/MANAGER owns 75% or more
JOEL DAVIDSON HIRSH
VICE PRESIDENT owns less than 5%
JONATHAN ARI SHAPIRO
VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER owns less than 5%
MARC STUART BRENNER
VICE CHAIRMAN owns less than 5%
MARK CHRISTOPHER ROSLAND
VICE PRESIDENT owns less than 5%
MITCHELL ARMIN KOVITZ
CHIEF EXECUTIVE OFFICER, CHAIRMAN, CO-CHIEF INVESTMENT OFFICER owns less than 5%
PATRICK BENJAMIN WIESE
CHIEF OPERATING OFFICER owns less than 5%
ROBERT ANTHONY CONTRERAS
CO-PRESIDENT, GENERAL COUNSEL, SECRETARY owns less than 5%
STEVEN ERIC HENGST
CHIEF COMPLIANCE OFFICER owns less than 5%
THEODORE JAY RUPP
CO-PRESIDENT owns less than 5%

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 14, 2019

Berkshire Hathaway, Inc. $146,555k
Apple Inc $137,802k
CARMAX INC $98,809k
CBS CORPORATION $93,721k
DISNEY WALT CO $68,977k
AMERCO $66,055k
Bank of America Corp. $60,525k
CITIGROUP INC $55,792k
American Express Co. $49,951k
ANALOG DEVICES INC $49,499k

All Holdings of the Kovitz Investment Group Partners LLC