William Harris Investors - aVenture Asset Manager Research
William Harris Investors
Operating Status: Operating
WHI, a Registered Investment Adviser since 1987, offers diverse investment strategies and comprehensive wealth management services.
Location
Chicago, IL, US
Founded
1987
William Harris Investors, Inc. (WHI) is a privately owned, Registered Investment Adviser that provides investment and wealth management services. Initially founded in 1976 by Irving B. Harris to manage his own family’s capital, WHI became a Registered Investment Adviser in 1987. Today, WHI invests in a broad array of investment strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate.
The overall investment goal of WHI’s asset allocation process is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. Additionally, WHI provides clients with a broad range of professional and wealth management services, including financial planning, trust and estate services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services.
William Harris Investors - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count3
Top Investment Stages
Series B3 (100.0%)
Stage Mix
Series B 100%
Concentration shown as share of disclosed investments by stage.