KOVITZ INVESTMENT GROUP, LLC
SEC file number 801-62239
· CHICAGO, IL
https://kovitz.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.13B
Discretionary AUM
$3.13B
Employees
50
Clients
1000
Firm
- Address
- 115 S. LASALLE ST.
CHICAGO, IL 60603 - Phone
- —
- Website
- https://kovitz.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- KORE Investment Fund LLC Medium name-match confidence · CIK 2151148 · FL
- KIG Investment Partnership, L.P. Medium name-match confidence · CIK 1568104 · FL
- KRM INVESTMENT PARTNERS LLC Medium name-match confidence · CIK 2053802 · CA
- B Investment Partners, LP Medium name-match confidence · CIK 2091883 · TN
- H Investment Fund LLC Medium name-match confidence · CIK 2055197 · NJ
- KING CAPITAL GROUP INVESTMENT FUND LLC Medium name-match confidence · CIK 2130006 · CA
- Kiwi Investment Holdings, LLC Medium name-match confidence · CIK 2100862 · MT
- KR Investment Partners IV, LLC Medium name-match confidence · CIK 2130474 · CA
- AY Capital Investment LP Medium name-match confidence · CIK 2119396 · NY
- BA Capital Investment Fund, LP Medium name-match confidence · CIK 1976658 · DE
- DC Investment Partners, LLC Medium name-match confidence · CIK 1783729 · VA
- DG Investment LLC Medium name-match confidence · CIK 2104240 · FL
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KORE Investment Fund LLC · D · Aug 25, 2026$10M
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KR Investment Partners IV, LLC · D/A · Aug 20, 2026
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KIG Investment Partnership, L.P. · D/A · Aug 7, 2026
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BA Capital Investment Fund, LP · D/A · May 29, 2026
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KR Investment Partners IV, LLC · D · May 21, 2026
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KING CAPITAL GROUP INVESTMENT FUND LLC · D · Apr 15, 2026$100M
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AY Capital Investment LP · D · Mar 17, 2026
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DC Investment Partners, LLC · D · Feb 25, 2026
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DG Investment LLC · D · Feb 19, 2026
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Kiwi Investment Holdings, LLC · D · Dec 19, 2025$2.5M
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B Investment Partners, LP · D · Oct 28, 2025
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KIG Investment Partnership, L.P. · D · Aug 8, 2025
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BA Capital Investment Fund, LP · D · Jun 20, 2025
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DC Investment Partners, LLC · D · Feb 26, 2025
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H Investment Fund LLC · D · Feb 6, 2025$10M
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H Investment Fund LLC · D · Feb 5, 2025$10M
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KRM INVESTMENT PARTNERS LLC · D · Feb 5, 2025