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William Harris Investors
AddedFeb 15, 2024
UpdatedJun 28, 2026
William Harris Investors

William Harris Investors

Operating

WHI, a Registered Investment Adviser since 1987, offers diverse investment strategies and comprehensive wealth management services.

Location
Chicago, IL, US
Founded
1987
Firm
Compare
Portfolio
Employees

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

Total Investments3
Current Portfolio Count3
Total Portfolio Exits0

Top Investment Stages

Series B2 (66.7%)
Series Unknown1 (33.3%)

Stage Mix

Series B 67%Series Unknown 33%

Concentration shown as share of disclosed investments by stage.

Recent Investments

NovaDel Pharma logo

NovaDel Pharma

Cylene Pharmaceuticals logo

Cylene Pharmaceuticals

netomat logo

netomat

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William Harris Investors - Classification

Also Known As
  • William Harris Investors, Inc.
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified