Investment adviser · CRD 106505

SEGALL BRYANT & HAMILL

Investment adviser filing (IA)

SEGALL BRYANT & HAMILL, LLC

CHICAGO, IL, United States · Form ADV filed Jul 13, 2026

Regulatory AUM: $22.6B
Client accounts: 2,770
Employees: 161
Advisory professionals: 51

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	22	$4,074,534,815	18.0%
Retirement plans	102	$3,696,563,179	16.3%
Insurance companies	13	$2,751,674,157	12.2%
Other investment advisers	35	$2,217,403,935	9.8%
Government entities	28	$1,902,444,806	8.4%
Individuals	5,156	$1,655,269,277	7.3%
Pooled investment vehicles	14	$1,561,257,506	6.9%
Corporations & businesses	67	$1,532,711,834	6.8%
Charities	88	$1,338,759,995	5.9%
High-net-worth individuals	181	$1,032,192,505	4.6%
Other clients	37	$873,218,336	3.9%

Filing source

Form ADV 2119106 · Jul 13, 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

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND, LPOther Private Fund · Last reported Jul 13, 2026$58.3MGross asset value

Form D fundraising filings

SEGALL BRYANT & HAMILL EMERGING MARKETS FUND, LP

Feeder funds

SEGALL BRYANT & HAMILL EMERGING MARKETS OFFSHORE FUND, LTD.

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-1333820975
Reported beneficial owners: 1
Minimum commitment: $1M
Form D file number: 021-316522

Form ADV 2119106 · Jul 13, 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.

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES FUND 2020, LPOther Private Fund · Last reported Jul 13, 2026$35.9MGross asset value

Form D fundraising filings

Segall Bryant & Hamill Private Opportunities Fund 2020, LP

Feeder funds

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES OFFSHORE FUND 2020, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-9163225470
Reported beneficial owners: 124
Minimum commitment: $1M
Form D file number: 021-377457

Form ADV 2119106 · Jul 13, 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.

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES FUND III, LPOther Private Fund · Last reported Jul 13, 2026$22.8MGross asset value

Form D fundraising filings

Segall Bryant & Hamill Private Opportunities Fund III, LP

Feeder funds

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES OFFSHORE FUND III, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-9376334669
Reported beneficial owners: 61
Minimum commitment: $1M
Form D file number: 021-433107

Form ADV 2119106 · Jul 13, 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.

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES FUND, LPOther Private Fund · Last reported Jul 13, 2026$16.4MGross asset value

Form D fundraising filings

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES FUND, LP

Feeder funds

SEGALL BRYANT & HAMILL PRIVATE OPPORTUNITIES OFFSHORE FUND, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-3854953510
Reported beneficial owners: 61
Minimum commitment: $1M
Form D file number: 021-328168

Form ADV 2119106 · Jul 13, 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.

SEGALL BRYANT & HAMILL EMERGING MARKETS SMALL CAP FUND, LPOther Private Fund · Last reported Jul 13, 2026$6.96MGross asset value

Form D fundraising filings

SEGALL BRYANT & HAMILL EMERGING MARKETS SMALL CAP FUND, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-3756321471
Reported beneficial owners: 7
Minimum commitment: $1M
Form D file number: 021-261054

Form ADV 2119106 · Jul 13, 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.

LOWER WACKER SMALL CAP INVESTMENT FUND LLCOther Private Fund · Last reported Jun 26, 2020$37.9MGross asset value

Form D fundraising filings

LOWER WACKER SMALL CAP INVESTMENT FUND LLC

Fund administrator O'MALLEY & KWIT, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian BANK OF AMERICA TRUST DEPT CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

Fund details & source

Fund ID: 805-1331322430
Reported beneficial owners: 63
Minimum commitment: $100K
Form D file number: 021-62033

Form ADV 1438129 · Jun 26, 2020 · 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.

INTERNATIONAL SMALL-CAP EQUITY FUND LLLPOther Private Fund · Last reported Nov 20, 2024$0Gross asset value

Form D fundraising filings

International Small-Cap Equity Fund LLLP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY LTD CLEVELAND, Ohio, United States

Custodian BROWN BROTHERS HARRIMAN & CO. BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY LTD
PCAOB 925

Fund details & source

Fund ID: 805-7851370930
Reported beneficial owners: 0
Minimum commitment: $1M
Form D file number: 021-131938

Form ADV 1914741 · Nov 20, 2024 · 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: Jul 13, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

10 SOUTH WACKER DRIVE, SUITE 3100
CHICAGO, IL, 60606, United States

CRD 106505

Filing source

Form ADV 2119106 · Jul 13, 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.