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Segall Bryant & Hamill

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uuid000cq6a

Namestring
Segall Bryant & Hamill
Legal namestring
Segall Bryant & Hamill LLC
Websiteurl
sbhic.com
Company typeenum
Private
Founded yearint
1996
Descriptiontext

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.

Short descriptiontext

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.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersChicago, United States
HQ citystring
Chicago
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
institutional asset management, equity portfolio management, fixed income management, investment advisory services, portfolio management services
Industry1 code
1Managed Account Platforms (Separately Managed Accounts / Customized Portfolios)
CodeFSAHAKACPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice52394
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Institutional Asset Management
Social media profiles1 record
Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

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.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

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.

Product and service3 records
1Client Solutions
CategoryInstitutional Asset Management
2Equity Portfolio Management
CategoryEquity Management
3Fixed Income Management
CategoryFixed Income Management
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Peers10 records
1Ariel Investments
TypeDirect peer
Description

Chicago-based, employee-owned fundamental active equity manager serving institutional clients — highly comparable in ownership model, geography, and institutional mandate focus.

2Westwood Holdings Group
TypeDirect peer
Description

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.

3Loomis Sayles & Company
TypeBroad incumbent
Description

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.

4Calamos Asset Management
TypeDirect peer
Description

Chicago-area-based, founder-influenced active manager with institutional and intermediary distribution; comparable in geography, active-management orientation, and institutional client focus.

5Driehaus Capital Management
TypeDirect peer
Description

Chicago-based independent active equity manager serving institutional and wealth channels; closely comparable as an independent, founder-influenced Chicago active manager.

6Lazard Asset Management
TypeBroad incumbent
Description

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.

7Russell Investments
TypeBroad incumbent
Description

Global multi-asset manager with substantial institutional book; comparable institutional client focus, but operates at significantly greater scale and product breadth than SBH.

8Bahl & Gaynor Investment Counsel
TypeDirect peer
Description

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.

9Nuveen
TypeBroad incumbent
Description

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.

10Denver Investments
TypeDirect peer
Description

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.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Segall Bryant & Hamill

Institutional Asset Managementsbhic.com

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.

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

  • Institutional asset management
  • Equity portfolio management
  • Fixed income management
  • Investment advisory services
  • Portfolio management services

Where Segall Bryant & Hamill is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments1 record

Ideal customer profiles1 record

Segall Bryant & Hamill technology and API

Technology

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Segall Bryant & Hamill partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Segall Bryant & Hamill competitors and assessment

Company assessment

Direct 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 presence

Segall Bryant & Hamill financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Segall Bryant & Hamill leadership team

Management profile

Number of profiles

Profiles1 record

Segall Bryant & Hamill funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
Markets DailySegall Bryant & Hamill LLC Takes Position in AMN Healthcare Services Inc $AMNSegall Bryant & Hamill LLC purchased a new position in AMN Healthcare Services Inc in the first quarter, acquiring 20,833 shares valued at approximately $382,000, according to its most recent Form 13F filing with the Securities and Exchange Commission. Multiple other institutional investors also adjusted their stakes, including Arrowstreet Capital Limited Partnership which grew its position by 1,278.0% and Boston Partners which increased its holdings by 7,583.1%, collectively representing 99.23% institutional ownership. The company reported quarterly earnings of $0.77 per share, beating consensus estimates of $0.19, while shares have traded between $14.86 and $36.27 over the past year.Markets DailySegall Bryant & Hamill LLC Makes New Investment in Cheniere Energy, Inc. $LNGSegall Bryant & Hamill LLC acquired a new stake in Cheniere Energy, Inc. during the first quarter, purchasing 6,293 shares valued at approximately $1.79 million according to its SEC 13F filing. The article also details recent position changes by other institutional investors and notes that hedge funds own over 87% of the company's stock. Additionally, Cheniere Energy declared a quarterly dividend of $0.555 per share with an annualized yield of 0.9%.Ticker ReportSegall Bryant & Hamill LLC Acquires Shares of 40,813 JPMorgan Core Plus Bond ETF $JCPBSegall Bryant & Hamill LLC acquired a new position in JPMorgan Core Plus Bond ETF (JCPB) during the first quarter, purchasing 40,813 shares valued at approximately $1.93 million. Several other institutional investors, including OpenArc Corporate Advisory LLC, Dynasty Wealth Management LLC, Morgan Stanley, HB Wealth Management LLC, and Confluence Wealth Services Inc., also adjusted their stakes in the ETF during recent quarters. JCPB is an actively-managed exchange-traded fund based on the Bloomberg Global Aggregate Bond index, managed by JPMorgan Chase, with a market capitalization of $6.80 billion.Markets DailySegall Bryant & Hamill LLC Invests $2.10 Million in Alliant Energy Corporation $LNTSegall Bryant & Hamill LLC purchased a new stake in Alliant Energy Corporation during the first quarter, acquiring 29,686 shares valued at approximately $2.1 million. Alliant Energy reported quarterly earnings of $0.65 per share, beating the consensus estimate of $0.58, with revenue of $971 million for the quarter. The company also declared a quarterly dividend of $0.535 per share and set FY2026 guidance at $3.36–$3.46 EPS.Ticker Report3M Company $MMM Shares Sold by Segall Bryant & Hamill LLCSegall Bryant & Hamill LLC reduced its stake in 3M Company by 40.0% during the first quarter, while other institutional investors such as SG Americas Securities LLC and PFA Pension increased their holdings. The company recently reported quarterly earnings that beat consensus estimates for both EPS and revenue, leading to mixed analyst ratings including upgrades from UBS and Weiss Ratings.Ticker ReportSegall Bryant & Hamill LLC Acquires Shares of 33,765 EOG Resources, Inc. $EOGSegall Bryant & Hamill LLC acquired a new position in 33,765 shares of EOG Resources, Inc. during the first quarter, valued at approximately $4,474,000. The article also details significant portfolio adjustments by other institutional investors including Arrowstreet Capital and Franklin Resources, alongside recent positive earnings results from EOG Resources.Markets DailySegall Bryant & Hamill LLC Has $7.95 Million Stock Position in Waste Connections, Inc. $WCNSegall Bryant & Hamill LLC reduced its position in Waste Connections, Inc. by 7% in Q1 2020, selling 3,672 shares, according to its 13F filing with the SEC, with holdings valued at approximately $7.95 million as of the filing date. The company reported Q2 earnings of $1.50 per share, beating consensus estimates by $0.15, on revenue of $2.56 billion, representing 6.4% year-over-year growth. CEO Ronald J. Mittelstaedt purchased 50,000 shares for $7.61 million in May, while COO Jason Craft sold 1,500 shares, and analysts maintain a "Moderate Buy" rating with an average price target of $202.42.Markets DailySegall Bryant & Hamill LLC Sells 5,315 Shares of Novanta Inc. $NOVTSegall Bryant & Hamill LLC reduced its holdings in Novanta Inc. by 4.9% during the first quarter, selling 5,315 shares, while several other institutional investors increased their positions in the technology company. CEO Matthijs Glastra sold 6,500 shares valued at approximately $1.05 million under a pre-arranged trading plan, representing a 17.93% decrease in his ownership. Novanta reported quarterly earnings of $0.81 per share, beating consensus estimates by $0.03, with revenue of $257.71 million, up 10.4% year-over-year.Markets DailySegall Bryant & Hamill LLC Makes New $7.09 Million Investment in Invesco QQQ $QQQSegall Bryant & Hamill LLC acquired a new stake in Invesco QQQ during the first quarter, purchasing 11,664 shares valued at approximately $7.09 million, according to its SEC disclosure. The article also notes that several other institutional investors modified their positions in the ETF, and Invesco QQQ recently increased its quarterly dividend to $0.8135 per share, up from $0.73, representing a $3.25 annualized dividend and 0.5% yield. Invesco QQQ, which tracks the Nasdaq-100 Index, opened at $687.99 and has a 52-week trading range of $551.68 to $748.65.Markets DailySegall Bryant & Hamill LLC Reduces Holdings in The Bancorp, Inc. $TBBKSegall Bryant & Hamill LLC reduced its stake in The Bancorp, Inc. (TBBK) by 4.9% in the first quarter, selling 8,473 shares to own 163,384 shares worth $8.78 million. Multiple institutional investors including Ameriprise Financial, Jupiter Asset Management, and Bank of America increased their positions in TBBK during recent quarters. The bank's Q2 earnings beat estimates at $1.45 EPS (vs $1.36 consensus) and raised its FY2026 guidance to $5.95-$6.05, though revenue of $137.74 million missed the $166.69 million analyst forecast.