BMO Family Office, LLC
Chicago, IL
Regulatory AUM$10B#14 of 135 family offices
Accounts5,10198% discretionary
High-net-worth clients70Form ADV Item 5.D
Private funds advised26$900M gross assets
Registration
- Legal name
- BMO Family Office, LLC
- SEC file number
- 801-56868
- CRD number
- 110264
- Latest Form ADV
- January 28, 2026
Full Form ADV on the SEC’s Investment Adviser Public Disclosure site
Investments and performance
Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.
About this data
Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.