SEGALL BRYANT & HAMILL, LLC · Tank Allocator Loader

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SEGALL BRYANT & HAMILL, LLC

UUID2971442e-d952-51e8-8c65-9468b31037e6

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	106505	106505	—	1.0
cik	0001006378	1006378	—	—
lei	54930071TXHX24MK8P61	54930071TXHX24MK8P61	—	—
sec_file_number	801-47232	801-47232	—	—

Profile

Websitehttps://www.linkedin.com/company/segall-bryant-&-hamill/

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

SEGALL BRYANT & HAMILL adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)21,267,060,906.0
RAUM (discretionary)21,267,056,129.0
Actionable assets18,756,723,909.0
Accounts2,991.0

Institutional Clients

Government AUM1,612,327,802.0
Pension AUM4,130,659,612.0
Charitable AUM1,487,284,730.0
HNW AUM1,342,037,501.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CI FINANCIAL CORP	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT HOLDINGS INC	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT MANAGEMENT LLC	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FRONTZ, JASPER, ROBERT	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2011989", "owner_id": "2675487", "source": "adv_part1", "table": "Schedule_A_B"}
GOLDHABER, CAROLYN, B	PRESIDENT	OFFICER	—	{"filing_id": "2011989", "owner_id": "7377426", "source": "adv_part1", "table": "Schedule_A_B"}
GOVERNMENT OF ABU DHABI	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LYTHBERG, PAUL, ALAN	CHIEF OPERATIONS OFFICER	OFFICER	—	{"filing_id": "2011989", "owner_id": "4343712", "source": "adv_part1", "table": "Schedule_A_B"}
MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MC ACCELERATE CO-INVEST (UK) LP	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MC ACCELERATE HOLDINGS (UK) LP	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MC CIF WEALTH MANAGEMENT (UK) LTD	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTD	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MC MANAGER HOLDCO CIF (UK) LTD	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MDC CAPITAL MANAGEMENT LLC (UAE)	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUBADALA CAPITAL LLC (UAE)	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUBADALA CAPITAL LP (UK)	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUBADALA INVESTMENT COMPANY PJSC (UAE)	OWNER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SEGALL, RALPH, MARVIN	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2011989", "owner_id": "1829733", "source": "adv_part1", "table": "Schedule_A_B"}
WASHBURN, JOAN	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2011989", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/11/2025 05:21:23 PM",
  "filing_id": "2011989",
  "reg_type": "IA"
}
```