BMO Family Office, LLC
● SEC registered since 1999CRD 110264SEC# 801-56868Chicago, IL
Ranks #864 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.99B
Fund GAV
$900.1M
Private funds
26
Employees
130
Accounts
5,101
Location
Chicago, IL
BMO Family Office, LLC assets under management
BMO Family Office, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1999. It reports $10 billion in regulatory assets under management and employs 130 people. BMO Family Office, LLC manages 26 private funds with combined gross assets of $900.1 million, including Fcm International LLC. By regulatory assets, it ranks 864 of 6,004 private fund managers.
BMO Family Office, LLC private funds
26 funds · $900.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fcm International LLC | Other Private | $188.8M | $1 |
| Fcm Small Cap LLC | Other Private | $120.2M | $1 |
| Fcm Emerging Markets LLC | Other Private | $98.7M | $1 |
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Join to unlock · $37/moBMO Family Office, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Hale Control | Chair, Board Of Directors | Under 5% | 2025 |
| BMO Financial Corp Control | Sole Member | Over 75% | 2012 |
| Jesse Joseph Segreto Control | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does BMO Family Office, LLC manage?
BMO Family Office, LLC reports $10 billion in regulatory assets under management on its Form ADV.
How many private funds does BMO Family Office, LLC manage?
BMO Family Office, LLC manages 26 private funds with combined gross assets of $900.1 million.
How many employees does BMO Family Office, LLC have?
BMO Family Office, LLC reports 130 employees.
Where is BMO Family Office, LLC located?
BMO Family Office, LLC is based in Chicago, IL and has been SEC-registered since 1999.
Does BMO Family Office, LLC disclose fund performance?
BMO Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 320 South Canal Street, Floor 12, Chicago, IL 60606 |
| Phone | (650) 210-5042 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1673962 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9.99B▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 9%
More funds than 91% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$9.99Bregulatory AUM
Discretionary $9.82BNon-discretionary $166.2M
Fund type mix
Other Private10
Private Equity9
Real Estate5
Hedge1
Venture Capital1
Service providers
Auditor
Custodian
Administrator