Segall Bryant & Hamill
Segall Bryant & Hamill is an employee-owned, Chicago-based institutional investment management firm serving complex institutional client mandates across equities and fixed income, with a 30-year operating history and selective inorganic growth via the 2018 Denver Investments acquisition.
- Company typePrivate
- Founded1996
- HeadquartersChicago, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Segall Bryant & Hamill does
Segall Bryant & Hamill is an independent, employee-owned institutional investment management firm headquartered in Chicago, Illinois. Founded in the mid-1990s (firm materials cite a 30-year operating history), the firm manages equity and fixed-income portfolios on behalf of institutional clients with complex mandates and constraints, as articulated on its CI SBH client-solutions platform. The firm operates as a partnership under the legal entity Segall Bryant & Hamill LLC, is privately held, and employs between 51 and 100 professionals.
The firm's growth has combined organic mandate wins with selective inorganic activity, most notably the 2018 acquisition of Denver Investments. Its public-disclosure footprint includes active equity positions in publicly traded companies such as Innovative Industrial Properties, Guidewire Software, and Ooma, reflecting ongoing institutional portfolio management across U.S. equities and REIT sectors. Distribution is concentrated on the institutional channel, with no retail product or direct-to-consumer platform indicated in the source data, and revenue mechanics follow the standard asset management model of basis-point management fees on advised assets.
Strategically, the firm competes as a mid-sized specialist in institutional mandates, differentiating on boutique service and an employee-owned alignment model rather than scale or product breadth. Founder Ralph Segall remains associated with the firm's investment leadership. There is no public disclosure of AI/ML capabilities, proprietary technology platforms, or alternative fee structures in the available material, and the firm does not appear to operate outside U.S. institutional distribution based on the evidence provided.
Segall Bryant & Hamill firmographics
Firmographics- Name
- Segall Bryant & Hamill
- Legal name
- Segall Bryant & Hamill LLC
- Website
- https://sbhic.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Segall Bryant & Hamill is an employee-owned, Chicago-based institutional investment management firm serving complex institutional client mandates across equities and fixed income, with a 30-year operating history and selective inorganic growth via the 2018 Denver Investments acquisition.
- Ownership category
- akta.pro rank
Segall Bryant & Hamill industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where Segall Bryant & Hamill is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Markets served
Segall Bryant & Hamill business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Segall Bryant & Hamill product offering
Product offeringCore offering
Segall Bryant & Hamill is an independent, employee-owned institutional investment management partnership that provides client solutions for institutional investors. The firm manages equity and fixed income portfolios and conducts proprietary investment research, as evidenced by disclosed equity positions in companies such as Guidewire and Ooma.
Product overview
No product or service information available in the provided sources. The source material consists primarily of news articles about Segall Bryant & Hamill LLC's investment holdings in various companies (Innovative Industrial Properties, Guidewire Software, Ooma) and general financial news. No product portfolio, service offerings, or technology products are described.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Solutions
- Equity Portfolio Management
- Fixed Income Management
Companies that use Segall Bryant & Hamill
Customer profileSegments1 record
Ideal customer profiles1 record
Segall Bryant & Hamill technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Segall Bryant & Hamill partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
Segall Bryant & Hamill competitors and assessment
Company assessmentDirect peers
- Ariel Investments: Chicago-based, employee-owned fundamental active equity manager serving institutional clients — highly comparable in ownership model, geography, and institutional mandate focus.
- Westwood Holdings Group: U.S. employee-influenced active asset manager serving institutional clients with fundamental equity and fixed-income strategies, directly comparable in client base and active-management orientation.
- Calamos Asset Management: Chicago-area-based, founder-influenced active manager with institutional and intermediary distribution; comparable in geography, active-management orientation, and institutional client focus.
- Driehaus Capital Management: Chicago-based independent active equity manager serving institutional and wealth channels; closely comparable as an independent, founder-influenced Chicago active manager.
- Bahl & Gaynor Investment Counsel: Employee-owned, Cincinnati-based active equity manager focused on institutional and wealth clients; comparable as a U.S. employee-owned active manager with institutional orientation.
- Denver Investments: Now part of SBH following the 2018 acquisition, previously a comparable U.S. active equity manager; included as a peer given its prior standalone comparable profile and historical overlap in institutional equity mandates.
Broad incumbents
- Loomis Sayles & Company: Large, established U.S. active fixed-income and equity manager serving institutional clients; overlaps with SBH on institutional mandates and fundamental active research, but with significantly broader product breadth and scale.
- Lazard Asset Management: Large global active asset manager with deep institutional equity and fixed-income offerings; comparable institutional client base and active mandate approach, but materially larger and broader in product.
- Russell Investments: Global multi-asset manager with substantial institutional book; comparable institutional client focus, but operates at significantly greater scale and product breadth than SBH.
- Nuveen: Chicago-based large asset manager across equities, fixed income, and real assets; overlaps with SBH on Chicago presence and institutional mandates, but at much greater scale and product breadth.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Segall Bryant & Hamill social profiles
Digital presenceSegall Bryant & Hamill financial estimates
Financial estimateRevenue estimate
Valuation estimate
Segall Bryant & Hamill leadership team
Management profileNumber of profiles
Profiles1 record
Segall Bryant & Hamill funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Segall Bryant & Hamill M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Segall Bryant & Hamill
What does Segall Bryant & Hamill do?
Segall Bryant & Hamill is an independent, employee-owned institutional investment management partnership that provides client solutions for institutional investors. The firm manages equity and fixed income portfolios and conducts proprietary investment research, as evidenced by disclosed equity positions in companies such as Guidewire and Ooma.
Is Segall Bryant & Hamill a public or private company?
Segall Bryant & Hamill is a private company. It is classified as management employee owned and is currently operating.
When was Segall Bryant & Hamill founded?
Segall Bryant & Hamill was founded in 1996. It employs 51 to 100 people.
Where is Segall Bryant & Hamill based?
Segall Bryant & Hamill is headquartered in Chicago, United States, in the North America region.
Who are Segall Bryant & Hamill's main competitors?
Direct peers on record are Ariel Investments, Westwood Holdings Group, Calamos Asset Management, Driehaus Capital Management, Bahl & Gaynor Investment Counsel and Denver Investments. Broad incumbents are Loomis Sayles & Company, Lazard Asset Management, Russell Investments and Nuveen.
Does Segall Bryant & Hamill have an API?
No public API is recorded for Segall Bryant & Hamill.
What industry is Segall Bryant & Hamill in?
Segall Bryant & Hamill's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 52394 and its SIC code is 6282.