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Segall Bryant & Hamill
Founded in 1994 by Jonathan C. Hamill, Segall Bryant & Hamill originated from its principals' careers managing public equity and fixed-income portfolios...
Segall Bryant & Hamill
Founded in 1994 by Jonathan C. Hamill, Segall Bryant & Hamill originated from its principals' careers managing public equity and fixed-income portfolios for institutional clients. The firm now operates as a multi-family office from its Chicago headquarters, leveraging an institutional research backbone to provide affluent families with consolidated reporting, tax, and estate planning. Its ultimate parent, CI Financial Corp., acquired SBH in 2021, anchoring the shop within a publicly traded global wealth management platform. The firm manages capital across public equities, fixed income, hedge funds, private equity, real estate, and secondaries — deploying through direct co-investments, special-purpose vehicles, and a fund-of-funds model. Significant real-asset positions include Alexander & Baldwin Holdings and DiamondRock Hospitality Company, alongside private vehicles like the Segall Bryant & Hamill Private Opportunities Fund III. The firm invests across North America, Europe, and Asia, with a documented technology focus on PropTech. SBH's team draws on deep inter-generational ties: CEO Philip Hildebrandt is a member of YPO, while founder Jonathan Hamill is Trustee Emeritus of The Nature Conservancy and President of the Hamill Family Foundation. The foundation is the primary philanthropic engine through which the Hamill family channels its community and conservation commitments. In 2021, the firm was acquired by CI Financial Corp., a Toronto-listed wealth manager, integrating SBH into a larger network while maintaining its Chicago-headquartered investment operations. SBH's structural differentiator is its dual posture: a multi-family office delivering institutional-caliber manager selection and direct co-investment access through a rigorous in-house research platform. That platform — built over 30 years for demanding institutional boards — generates the same analysis for family clients, a capability rarely paired with the tax and estate sensitivity of a dedicated family office.
General information
Firm type
Multi Family Office
Year founded
1994
AUM
$23.8B (Altss estimate)
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Jonathan C. Hamill
Founder
Philip L. Hildebrandt
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Segall Bryant & Hamill?
Philip L. Hildebrandt serves as Chief Executive Officer of Segall Bryant & Hamill, steering the firm's overall strategy and investment direction, a role he has held through its 2021 acquisition by CI Financial Corp. The firm's research-driven approach is grounded in the institutional heritage co-founded by Jonathan C. Hamill in 1994.
How is Segall Bryant & Hamill related to CI Financial Corp?
CI Financial Corp., a publicly traded Canadian wealth management firm, acquired Segall Bryant & Hamill in 2021. SBH operates as a distinct subsidiary under the CI umbrella, continuing its Chicago-based multi-family office model while gaining access to the parent company's broader global resources and capital base.
Does Segall Bryant & Hamill participate in fund commitments or only direct deals?
The firm uses a hybrid deployment model. It makes direct co-investments and uses special-purpose vehicles, but also allocates capital as a fund-of-funds investor across private equity, hedge funds, and real estate. This allows family clients access to both curated manager relationships and direct asset ownership.
What is Segall Bryant & Hamill's known posture on co-investments alongside external GPs?
Segall Bryant & Hamill actively engages in direct co-investments and special-purpose vehicles, often sourced through relationships built over three decades of institutional fund investing. This enables the firm to deploy larger amounts into specific assets alongside its private equity general partners without incurring an additional layer of fees.
Where does the underlying wealth come from?
The firm's wealth origination is tied to its principals' long-standing careers managing substantial institutional portfolios in public equities and fixed-income markets, starting from the firm's founding by Jonathan C. Hamill in 1994. The firm now aggregates this internally generated capital alongside assets managed for other affluent multi-generational families.
Does Segall Bryant & Hamill maintain philanthropic structures, and how are they separated?
Yes. The Hamill Family Foundation serves as the primary philanthropic vehicle for the Hamill family's giving, with founder Jonathan C. Hamill acting as President. This foundation is maintained separately from client assets, while the firm also provides guidance to families on structuring their own philanthropic and legacy planning.
Which sectors does Segall Bryant & Hamill explicitly avoid?
Segall Bryant & Hamill does not publish a formal restricted sector list for its private portfolios. However, its disclosed technology focus through PropTech and ESG-screened investment approach suggests the firm typically avoids early-stage, venture-oriented speculative technology bets that fall outside its value and income-oriented real asset mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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