Kovitz Investment Group Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Kovitz Investment Group's estimated annual revenue is currently $22.7M per year.(i)
  • Kovitz Investment Group's estimated revenue per employee is $227,000

Employee Data

  • Kovitz Investment Group has 100 Employees.(i)
  • Kovitz Investment Group grew their employee count by 9% last year.

Kovitz Investment Group's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Vice Chairman, President - Real EstateReveal Email/Phone
3
Head TradingReveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Co-Chief Investment OfficerReveal Email/Phone
6
Director Institutional SalesReveal Email/Phone
7
Principal, Chief Operating OfficerReveal Email/Phone
8
Principal, Director - Fixed IncomeReveal Email/Phone
9
Chief Administrative OfficerReveal Email/Phone
10
Principal, Senior Wealth Advisor, Director - Wealth ManagementReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$129.4M45644%N/AN/A
#2
$18.8M8328%N/AN/A
#3
$43.4M174-2%N/AN/A
#4
$22.5M99-1%N/AN/A
#5
$13.1M6442%N/AN/A
#6
$88M3108%N/AN/A
#7
$251.4M791-10%N/AN/A
#8
$11.2M55-7%N/AN/A
#9
$10.6M5241%N/AN/A
#10
$3.8M249%N/AN/A
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What Is Kovitz Investment Group?

Kovitz Investment Group manages assets of approximately $3 billion across over 1,000 client relationships through its management of separately managed accounts, hedge funds, real estate funds and a mutual fund. Kovitz is one of the ten largest independently owned registered investment advisors in the Chicago area*, yet is agile enough to take advantage of market opportunities for its clients benefit. Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service and sound investment selection, while putting clients interests first. KIG values its trusted advisor position in each client's financial affairs and continually works to earn and maintain this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions. *Based on Year-End 2015 Assets (discretionary and non-discretionary assets under management as reported on Form ADV). Financial Advisor's RIA Ranking 2016 Financial Advisor Jul. 1 2016

keywords:Finance

N/A

Total Funding

100

Number of Employees

$22.7M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Kovitz Investment Group News

2022-04-20 - Macquarie Downgrades Netflix (NASDAQ:NFLX) to Sell

Kovitz Investment Group Partners LLC now owns 18,783 shares of the Internet television network's stock valued at $7,036,000 after acquiring an...

2022-04-19 - Kenyatta G. Rocker Sells 4018 Shares of Union Pacific Co ...

Kovitz Investment Group Partners LLC now owns 23,208 shares of the railroad operator's stock worth $6,341,000 after acquiring an additional...

2022-04-06 - Venture One seeks to grow Chicago portfolio with industrial ...

... was acquired through VK Industrial VI LP, a partnership between Venture One and Chicago-based Kovitz Investment Group Partners LLC.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$14.5M100-4%N/A
#2
$14.5M1000%N/A
#3
$25M1009%N/A
#4
$14M100-5%$17.7M
#5
$35M100N/AN/A