Hewitt Investment Group LLC (Lincolnshire)

Name: Hewitt Investment Group LLC
Address: 100 Half Day Road, Lincolnshire, IL, 60069
Telephone: 847-295-5000

Hewitt Investment Group LLC is a large advisory firm based in Lincolnshire. It manages $77.08 billion of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Hewitt Investment Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hewitt Investment Group: assets under management

The assets under management (AUM) of Hewitt Investment Group LLC is $77.08 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $260.3 million in discretionary accounts and $76.82 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $360.64 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hewitt Investment Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hewitt Investment Group LLC

Dalip Mohan Puri joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradley Scott Smith	Chief executive officer	1 Jan 2008	Other	1425436
Peter Eliot Ross	Chief compliance officer	1 Jan 2008	Other	2490601
Steven J Kyono	General counsel/secretary	1 Jan 2008	Other	5468810
Douglas Scott Keith	Chief financial officer	1 Jan 2008	Other	5190086
Hewitt Associates Llc	Owner	1 Jan 2008	75% - 100%	36-2235791
James Martin Flynn	Assistant secretary	1 Jan 2008	Other	2746706
Richard Westenberger	Vice president	1 Jan 2008	Other	5456356
Jeffrey Curtis Everett	Assistant secretary	1 Jan 2008	Other	5481361
Dalip Mohan Puri	Vice president	1 Nov 2008	Other	5628211

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Hewitt Associates	Member	1 Jan 2008	75% - 100%	47-0851756

Based in Lincolnshire

The principal office where Hewitt Investment Group LLC performs its advisory services is located at 100 Half Day Road, Lincolnshire, IL 60069, which is also the mailing address of the firm. An additional office of the firm is in Norwalk, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-295-5000 or by fax 847-295-7960. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hewittinvest.com.