Investment adviser · CRD 110264
BMO FAMILY OFFICE, LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Jan 28, 2026
- Regulatory AUM
- $9.99B Form ADV · Item 5.F
- Client accounts
- 5,101 Accounts, not individual clients
- Employees
- 130 Reported in this filing
- Advisory professionals
- 75 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $9,822,408,877 | 98.3% |
| Pooled investment vehicles | 3 | $167,544,742 | 1.7% |
Filing source
Form ADV 2038537 · Jan 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
FCM INTERNATIONAL LLCOther Private Fund · Last reported Jan 28, 2026$189MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5356885426
- Reported beneficial owners
- 74
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM SMALL CAP LLCOther Private Fund · Last reported Jan 28, 2026$120MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-7636306096
- Reported beneficial owners
- 60
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM EMERGING MARKETS LLCOther Private Fund · Last reported Jan 28, 2026$98.7MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-9167987952
- Reported beneficial owners
- 57
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM LARGE CAP LLCOther Private Fund · Last reported Jan 28, 2026$83.4MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8753683383
- Reported beneficial owners
- 52
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM PRIVATE EQUITY 2020 LLCPrivate Equity Fund · Last reported Jan 28, 2026$76.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1356094770
- Reported beneficial owners
- 8
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM PRIVATE EQUITY 2018 LLCPrivate Equity Fund · Last reported Jan 28, 2026$62.1MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2614447244
- Reported beneficial owners
- 9
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCM FIXED INCOME II LLCOther Private Fund · Last reported Jan 28, 2026$59MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-7513624904
- Reported beneficial owners
- 53
- Minimum commitment
- $1
Form ADV 2038537 · Jan 28, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jan 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
320 SOUTH CANAL STREET, FLOOR 12CHICAGO, IL, 60606, United States
CRD 110264
Filing source
Form ADV 2038537 · Jan 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.