William Harris Investors Overview

  • Type
  • Wealth Management Firm

  • Founded
  • 1976

Founded
  • Professionals
  • 4

Professionals
  • AUM
  • 00.00

  • Commitments
  • 1

William Harris Investors General Information

Description

William Harris Investors (WHI) is a wealth management firm based in Chicago, Illinois. Established in 1976, the firm also provides its services to families through the management of their assets and financial affairs. WHI is a private equity firm specializing in buyouts of closely held companies, acquiring ownership position from family members who seek liquidity, management buyouts of a private company, recapitalizations, corporate divestitures, add-on acquisitions, and growth capital investments in mature and mid-size companies. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.whi.com
Year Founded
1976
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
000000 0000 00.
Title
President & Portfolio Manager
Email
00@000.000
Primary Office
  • 191 North Wacker Drive
  • Suite 1500
  • Chicago, IL 60606
  • United States

William Harris Investors Commitments (1)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
000000 000000 0000000 0 Impact Engine Chicago, IL 2020 000.00 0000-00-00
To view William Harris Investors’s complete commitments history, request access »

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William Harris Investors Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

William Harris Investors Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

William Harris Investors Team (35)

Name Title Office
Jerome Kahn Jr. President & Portfolio Manager Chicago, IL
Bradley Hannah Principal, Chief Operating Officer and Chief Compliance Officer of WHI Real Estate Partners Chicago, IL
David Rosenbaum Managing Principal and Co-Chair of the Investment Committee Chicago, IL
James Orth Managing Principal and Co-Chair of the Investment Committee Chicago, IL
Brad Beelaert Principal and Investment Committee Member Chicago, IL
You’re viewing 5 of 35 team members. Get the full list »

William Harris Investors Board Members (8)

Name Representing Role Since
David Rosenbaum William Harris Investors Managing Principal and Co-Chair of the Investment Committee 000 0000
James Orth William Harris Investors Managing Principal and Co-Chair of the Investment Committee 000 0000
You’re viewing 2 of 8 board members. Get the full list »