BMO Family Office, LLC
PALO ALTO, CA · CIK 1673962 · 13F filing filed 2026-07-01
SEC-registered investment adviser since 1999 · limited liability company
- Assets managed$10.0bn
- Staff130 · 75 in investment roles
- Main clients (by assets)High net worth individuals 98%, Private funds 2%
- Private funds26 (1 hedge) · $900.1m gross assets
- Main officeChicago, IL
- Form ADV · 2026-01-28SEC adviser record
- Legal entityBMO FAMILY OFFICE, LLC (US)
- Part of Bank of Montréal (CA)
Other 13F filers in this group: BANK OF MONTREAL /CAN/ $275.2bn, BMO CAPITAL MARKETS CORP. files a notice, BMO NESBITT BURNS INC. files a notice, BMO PRIVATE INVESTMENT COUNSEL INC. files a notice
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.