The WINTRUST INVESTMENTS, LLC is a publicly held investment adviser that advises $14.1Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WINTRUST INVESTMENTS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 16.59% over the last 5-years.
The Group has been registered with the SEC for 44.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 231 S. LASALLE STREET 4TH FLOOR, CHICAGO, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 84 employees comprised of 37 investment and 47 non-investment staff. The total number of Employees decreased by 65.99% over the last 5-years.
Their $14.1Bn in assets advised are owned by 2 private funds, 5 public funds and BDCs and 257 other accounts. Assets of Investment Companies (IC) clients own $4.44Bn or 31.48% of Total Assets and Pension and Profit Sharing Plans-Private own $3.19Bn or 22.61% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WINTRUST INVESTMENTS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.