Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Segall Bryant & Hamill
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
CORIENT MANAGEMENT LLCDirect owner · Schedule AInterest in SEGALL BRYANT & HAMILL
75%+
CORIENT HOLDINGS INCIndirect owner · Schedule BInterest in CORIENT MANAGEMENT LLC
75%+
MC CIF WEALTH MANAGEMENT (UK) LTDIndirect owner · Schedule BInterest in CI FINANCIAL HOLDINGS LTD (UK)
75%+
MC ACCELERATE HOLDINGS (UK) LPIndirect owner · Schedule BInterest in MC CIF WEALTH MANAGEMENT (UK) LTD
75%+
MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTDIndirect owner · Schedule BInterest in MC ACCELERATE CO-INVEST (UK) LP
75%+
MC MANAGER HOLDCO CIF (UK) LTDIndirect owner · Schedule BInterest in MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTD
75%+
MUBADALA CAPITAL LP (UK)Indirect owner · Schedule BInterest in MC MANAGER HOLDCO CIF (UK) LTD
75%+
MDC CAPITAL MANAGEMENT LLC (UAE)Indirect owner · Schedule BInterest in MUBADALA CAPITAL LP (UK)
75%+
MUBADALA CAPITAL LLC (UAE)Indirect owner · Schedule BInterest in MC MANAGER HOLDCO CIF (UK) LTD
75%+
MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)Indirect owner · Schedule BInterest in MUBADALA CAPITAL LLC (UAE)
75%+
MUBADALA INVESTMENT COMPANY PJSC (UAE)Indirect owner · Schedule BInterest in MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)
75%+
GOVERNMENT OF THE EMIRATE OF ABU DHABIIndirect owner · Schedule BInterest in MUBADALA INVESTMENT COMPANY PJSC (UAE)
75%+
MC ACCELERATE AGGREGATOR 1, LLC (US)Indirect owner · Schedule BInterest in CORIENT GLOBAL HOLDCO LIMITED (UK)
75%+
CI FINANCIAL HOLDINGS LTD (UK)Indirect owner · Schedule BInterest in MC ACCELERATE AGGREGATOR 1, LLC (US)
75%+
CORIENT TOPCO LLCIndirect owner · Schedule BInterest in CORIENT HOLDINGS INC
75%+
CORIENT GLOBAL HOLDCO LIMITED (UK)Indirect owner · Schedule BInterest in CORIENT TOPCO LLC
75%+
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Segall Bryant & Hamill.
Reported ownership and control details
Form ADV · Filing date 2026-07-13 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | PAUL ALAN LYTHBERGCHIEF OPERATIONS OFFICERIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | CHIEF OPERATIONS OFFICER01/2013 | Schedule APDF page 54 |
| 2 | CAROLYN B GOLDHABERPRESIDENTIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | PRESIDENT04/2021 | Schedule APDF page 54 |
| 3 | JASPER ROBERT FRONTZCHIEF COMPLIANCE OFFICERIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER03/2024 | Schedule APDF page 54 |
| 4 | CORIENT MANAGEMENT LLCOWNERDomestic entity | SEGALL BRYANT & HAMILL | 75% or moreCode E | Yes | OWNER12/2023 | Schedule APDF page 54 |
| 5 | JOAN WASHBURNCHIEF FINANCIAL OFFICERIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER04/2021 | Schedule APDF page 54 |
| 6 | SCOTT EVAN DECATURCO-CHIEF INVESTMENT OFFICERIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | CO-CHIEF INVESTMENT OFFICER12/2025 | Schedule APDF page 54 |
| 7 | JAMES DADURACO-CHIEF INVESTMENT OFFICERIndividual | SEGALL BRYANT & HAMILL | Less than 5%Code NA | Yes | CO-CHIEF INVESTMENT OFFICER12/2025 | Schedule APDF page 54 |
| 8 | CORIENT HOLDINGS INCOWNERDomestic entity | CORIENT MANAGEMENT LLC | 75% or moreCode E | Yes | OWNER12/2023 | Schedule BPDF page 54 |
| 9 | MC CIF WEALTH MANAGEMENT (UK) LTDSHAREHOLDERForeign entity | CI FINANCIAL HOLDINGS LTD (UK) | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 54 |
| 10 | MC ACCELERATE HOLDINGS (UK) LPSHAREHOLDERForeign entity | MC CIF WEALTH MANAGEMENT (UK) LTD | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 54 |
| 11 | MC ACCELERATE CO-INVEST (UK) LPGENERAL PARTNERForeign entity | MC ACCELERATE HOLDINGS (UK) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER08/2025 | Schedule BPDF page 54 |
| 12 | MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTDOWNERForeign entity | MC ACCELERATE CO-INVEST (UK) LP | 75% or moreCode E | Yes | OWNER08/2025 | Schedule BPDF page 55 |
| 13 | MC MANAGER HOLDCO CIF (UK) LTDSHAREHOLDERForeign entity | MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTD | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 14 | MUBADALA CAPITAL LP (UK)SHAREHOLDERForeign entity | MC MANAGER HOLDCO CIF (UK) LTD | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 15 | MDC CAPITAL MANAGEMENT LLC (UAE)OWNERForeign entity | MUBADALA CAPITAL LP (UK) | 75% or moreCode E | Yes | OWNER08/2025 | Schedule BPDF page 55 |
| 16 | MUBADALA CAPITAL LLC (UAE)SHAREHOLDERForeign entity | MC MANAGER HOLDCO CIF (UK) LTD | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 17 | MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)SHAREHOLDERForeign entity | MUBADALA CAPITAL LLC (UAE) | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 18 | MUBADALA INVESTMENT COMPANY PJSC (UAE)SHAREHOLDERForeign entity | MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE) | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 19 | GOVERNMENT OF THE EMIRATE OF ABU DHABISHAREHOLDERForeign entity | MUBADALA INVESTMENT COMPANY PJSC (UAE) | 75% or moreCode E | Yes | SHAREHOLDER08/2025 | Schedule BPDF page 55 |
| 20 | MC ACCELERATE AGGREGATOR 1, LLC (US)SHAREHOLDERDomestic entity | CORIENT GLOBAL HOLDCO LIMITED (UK) | 75% or moreCode E | Yes | SHAREHOLDER03/2026 | Schedule BPDF page 55 |
| 21 | CI FINANCIAL HOLDINGS LTD (UK)OWNERForeign entity | MC ACCELERATE AGGREGATOR 1, LLC (US) | 75% or moreCode E | Yes | OWNER03/2026 | Schedule BPDF page 55 |
| 22 | CORIENT TOPCO LLCOWNERDomestic entity | CORIENT HOLDINGS INC | 75% or moreCode E | Yes | OWNER03/2026 | Schedule BPDF page 55 |
| 23 | CORIENT GLOBAL HOLDCO LIMITED (UK)SHAREHOLDERForeign entity | CORIENT TOPCO LLC | 75% or moreCode E | No | SHAREHOLDER06/2026 | Schedule BPDF page 55 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 7/13/2026 9:08:41 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.