Kovitz Investment Group Partners LLC
Legal Name: 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, a DE Limited Liability Company, employs 74 individuals, 36 of whom hold advisory positions. They hold an Approved SEC status, with a registration date of Dec 24, 2015, though their exact number of clients remains unknown.
Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
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Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
Kovitz — A value-based wealth management firm.
Kovitz is a wealth management firm with a focus on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a strong team and placing service above all else.
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%
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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%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Prime Brokers
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COWEN EXECUTION SERVICES LLC
United States
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