Chicago's largest money managers - Crain's Chicago Business

64 2005 BOOK OF LISTSS • CRAIN’S CHICAGO BUSINESS
CHICAGO’S LARGEST MONEY MANAGERS Continued from Page 63
Company
Address/phone/Web address
Lead money manager 1
2004
2003
Total amount
for tax-exempt
clients
Minimum
required for
separate
accounts 2
Types of
accounts
managed 3
Asset mix 4
2004
2003
19
LASALLE INVESTMENT MANAGEMENT
200 E. Randolph Drive, 44th floor, Chicago 60601
(312) 782-5800; www.lasalle.com
Lynn Thurber
$7,072.0
$6,953.0
$5,757.0
$100.0
CEFGHIU
Other: 100%
14/6
13/5
20
CHICAGO EQUITY PARTNERS LLC
180 N. LaSalle St., Suite 3800, Chicago 60601; (312) 629-8200
David C. Coughenour
Michael Millhouse
$6,925.0
$5,109.2
$6,428.3
$10.0
CFGIMU
Equity: 95%
Fixed: 3%
Balanced: 2%
10/11
9/11
21
STEIN ROE INVESTMENT COUNSEL INC.
1 S. Wacker Drive, 35th floor, Chicago 60606
(312) 368-7000; www.sric.net
NA
$5,400.0
$5,100.0
$1,200.0
$1.0
CEFGHIU
Equity: 47%
Fixed: 50%
Cash: 3%
15/2
18/3
22
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
55 E. Monroe St., Suite 3600, Chicago 60603
(312) 630-2610; www.dpimc.com
John R. Riddle
$5,177.3
$4,963.6
$306.9
$10.0
CEFGHIMNU
Equity: 5%
Fixed: 30%
Other: 65% 12
13/18
13/18
23
MAN INVESTMENTS INC.
123 N. Wacker Drive, 28th floor, Chicago 60606
(312) 881-6800; www.maninvestments.com
John B. Rowsell
$5,100.0 8
$5,000.0 8
$4,500.0
$50.0
CFI
Cash: 3%
Other: 97%
5/10
7/10
24
SHAY ASSETS MANAGEMENT INC.
230 W. Monroe St., Suite 2810, Chicago 60606
(312) 214-1410; www.shayassets.com
Edward E. Sammons Jr. $4,484.3 $6,439.9
NA
LARGEST DECREASE IN ASSETS MANAGED: ▼30.4%
$20.0
CEFGHIM
Equity: 4%
Fixed: 35%
Cash: 1%
5/0
5/1
25
GOFEN & GLOSSBERG LLC
455 Cityfront Plaza, Suite 3000, Chicago 60611
(312) 828-1100; www.gofen.com
Joseph B. Glossberg
William H. Gofen
$4,315.1
$4,195.2
$962.8
$1.0
CEFGI
Equity: 39%
Fixed: 50%
Other: 11% 13
10/3
11/4
BIG. BUT HOW BIG? Some prominent Chicago-area firms did not break out local assets managed: (millions)
◗ JPMorgan Fleming Asset Management: $530,519.0 (United States) ◗ UBS Global Asset Management: $475,624.0 (Global) ◗ Columbia Management Group Inc.: $318,000.0 (Global) ◗ Van Kampen Investments: $88,000.0 (Global)
*Assets managed out of the Chicago-area office only. NA: Not available. 1. Head of the Chicago office’s money management division. 2. Minimums for some accounts may be higher. 3. C: Corporate includes accounts managed for insurance companies. E: Educational. F: Foundation.
G: State/local government; public. H: Hospitals, health care organizations. I: Individual. M: Mutual funds. N: Nuclear decommissioning trusts. U: Unions. 4. Totals may not equal 100% because of rounding. 5. Includes 8% balanced and 39% cash. 6. Includes 1% balanced
and 1 % cash. 7. Includes 52% balanced. 8. Company estimate. 9. Includes 5% balanced and 58% cash. 10. Includes 2% balanced. 11. Includes 63% balanced and 2% cash. 12. Includes 50% balanced. 13. Includes 7% cash.
Research by
Katrina D. Fenrick