About SBH
SBH is a company based in Chicago (United States) founded in 1994 by Alfred Bryant and Jonathan Hamill was acquired by CI Financial in January 2021. The company has 122 employees. SBH has completed 1 acquisition, including Denvest. SBH offers products and services including Institutional Relations and Client Solutions Platform. SBH operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Chicago, United States
- Employees 122
- Founders Alfred Bryant, Jonathan Hamill
- Stage Public
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website sbhic.com
- Social LinkedIn
- Acquired by CI Financial (Jan 2021)
- Legal Name Segall Bryant & Hamill Llc
- InvestorsCI Financial
& 1 more
- Employee Count122
- Investments & Acquisitions
- Acquired byCI Financial
(Jan 2021)
Products & Services of SBH
SBH offers a comprehensive portfolio of products and services, including Institutional Relations and Client Solutions Platform.
Services addressing complex demands of institutional clients.
Tools for jurisdictional compliance and client support.
Funding Insights of SBH
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of SBH with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2013 | – | Post-IPO | – | – |
2 investors in total: 2 institutional.
Investors in SBH
SBH has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include CI Financial and Thoma Bravo.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Software and technology-enabled services companies are targeted for investment. | 1980 | thomabravo.com | Chicago, United States | |
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for SBH
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of SBH
58 people are tracked at SBH (23 in leadership, 35 in team); the tracked headcount is 122.
| Name | Role | Group |
|---|---|---|
Alfred Bryant | Co-Founder & Senior Portfolio Manager | Leadership |
Jonathan Hamill | Co-Founder & Senior Portfolio Manager | Leadership |
Ralph Segall | CIO | Leadership |
Philip Hildebrandt | CEO | Leadership |
Kevin Izard | Director Of National Accounts | Leadership |
Gordon Gary | Head Equity Trader | Leadership |
Joan Washburn | Chief Financial Officer | Leadership |
Nicholas Foley | Senior Portfolio Manager, Director Of Municipal Bonds | Leadership |
Robin Fujimoto | Director, Sales & Marketing | Leadership |
Dan McCormack | Director, Consultant Relations And Business Development | Leadership |
Clark Koertner | Director Of Institutional Sales | Leadership |
Mark Rewey | Managing Director | Leadership |
Stephen Lapointe | Director Of Operations | Leadership |
Drew Conrad | Head Fixed Income Trader | Leadership |
Suresh Rajagopal | Director Of ESG Research | Leadership |
Carolyn Goldhaber | President | Leadership |
Paul Lythberg | Chief Compliance Officer / Chief Operating Officer | Leadership |
Jeff Slepian | Managing Director, Sr. Portfolio Mgr. | Leadership |
Jeff Rode | Managing Director / Portfolio Manager | Leadership |
Mike Spitz | Head Of National Accounts And Director Of Distribution | Leadership |
38 more people are available in the full profile.
Complete people profiles for SBH
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by SBH
SBH has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Denvest.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning and wealth management services are offered by Denvest. | denvest.com | Denver, United States | 1958 | May 2018 | •••• |
Complete acquisition details for SBH
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of SBH
5 dated milestones of SBH across 27 years, from founding to its latest funding, stage changes and deals.
- Founded SBH is founded.
- Funding First funding round.
- Acquisition Acquires Denvest.
- IPO Lists on the stock exchange (IPO).
- Exit Acquired by CI Financial.
Competitors of SBH
SBH operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors |
Detailed competitors of SBH
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Web traffic of SBH
Websites that share an audience with SBH (sbhic.com).
Websites whose visitors overlap most with SBH. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mesirow.com | 100% | 30.4K | #954,780 | View details | |
pimco.com.sg | pimco.com.sg | 89% | – | – | – |
| masonstevens.com.au | 88% | 19.2K | #1,264,348 | View details | |
uk.mizuho-sc.com | uk.mizuho-sc.com | 88% | – | – | – |
| runnymede.com | 87% | 4.4K | #4,253,582 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for SBH
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 10 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Sbh
Complete news archive for SBH
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to SBH
10 companies that operate in the same segment as SBH (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about SBH
SBH was founded in 1994 and raised its 1st funding round 19 years after it was founded.
SBH is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Philip Hildebrandt is the current CEO of SBH.
SBH has 122 employees.
SBH was founded in 1994 in Chicago, United States, as a diversified investment management firm. A range of portfolio management and advisory services is offered, focusing on various asset classes. Operations are centered in the financial sector, with senior leadership including co-founders Alfred Bryant and Jonathan Hamill, CIO Ralph Segall, and CEO Philip Hildebrandt guiding strategies. Client investments are handled from the firms U.S. base.
SBH's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
SBH offers Institutional Relations and Client Solutions Platform.
SBH has made 1 acquisition, including Denvest.
SBH has 2 investors. Key investors include CI Financial, and Thoma Bravo.
SBH operates through Segall Bryant & Hamill Llc.
Yes. SBH was acquired by CI Financial in January 2021.