Liberty Wanger Asset Management (Chicago)

Name: Liberty Wanger Asset Management
Address: 227 W Monroe, Chicago, IL, 60606
Telephone: 312-634-9200

Liberty Wanger Asset Management is a large advisory firm based in Chicago. It manages $9.08 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Liberty Wanger Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liberty Wanger Asset Management: assets under management

The assets under management (AUM) of Liberty Wanger Asset Management is $9.08 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $9.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $478.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liberty Wanger Asset Management for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Liberty Wanger Asset Management

Ralph L Wanger has been acting as President since 1 Sep 2000. Inc. Wam Acquisition Gp joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Wam Acquisition Gp	General partner	1 Sep 2000	Other	04-3519867
Ralph L Wanger	President	1 Sep 2000	Other	458569
Lindsay Cook	Senior vp	1 Sep 2000	Other	1184171
Bruce Harry Lauer	Senior vp/coo	1 Sep 2000	Other	1341459

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Liberty Financial Companies	Direct parent of wam acquisition gp, inc.	1 Sep 2000	75% - 100%	04-3260640
Lfc Management Corporation	Majority shareholder of liberty financial companies, inc.	1 Sep 2000	50% - 75%	04-3441689
Inc. Lfc Holdings	Direct parent of lfc management corporation	1 Sep 2000	75% - 100%	04-3119501
Inc. Liberty Corporate Holdings	Direct parent of lfc holdings, inc.	1 Sep 2000	75% - 100%	04-3401639
Liberty Mutual Equity Corporation	Direct parent of liberty corporate holdings, inc.	1 Sep 2000	75% - 100%	04-3119508
Liberty Mutual Insurance Company	Direct parent of liberty mutual equity corporation	1 Sep 2000	75% - 100%	04-1543470

Based in Chicago

The principal office where Liberty Wanger Asset Management performs its advisory services is located at 227 W Monroe, Chicago, IL 60606, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-634-9200 or by fax 312-634-0267. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.wanger.com.