SEGALL BRYANT & HAMILL
31 known aliases resolved via the canonical alias map
Market position · 2024
Plans served104-6 YoYRank #188 of mapped providers
Assets under administration$63.1B0.1%Market share · rank #222
Fees received$8MMedian $36,983/planSum across Schedule C direct + indirect
Net wins YoY-49 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SEGALL BRYANT & HAMILL plan look like?
Service mix · median fees per plan
Count of plans where SEGALL BRYANT & HAMILL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment managementCode 28 | 89 | $46,476 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 10 | $34,450 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 4 | $58,487 | |
Legal; Direct payment from the planCode 29 | 1 | $1,135 |
Competitor overlap
Percent of SEGALL BRYANT & HAMILL's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SEGALL BRYANT & HAMILL.
| Sponsor | From | Assets |
|---|---|---|
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | MARQUETTE ASSOCIATES | $556M |
MEDIANEWS GROUP, INC.CO · 760425553-008 | PRUDENTIAL RETIREMENT INSURANCE AND | $434M |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | MORGAN STANLEY SMITH BARNEY | $166M |
BOARD OF TRUSTEES INTERMOUNTAIN IRONWORKERS PENSION TRUSTUT · 876124266-001 | AUDIT SERVICES, INC. | $158M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLANOH · 346682532-001 | INTERNATIONAL FOUNDATION OF EMPLOYE | $50M |
IBEW LOCAL UNION 325NY · 161368200-002 | MANNING & NAPIER | $40M |
TAMPA MARITIME ASSOCIATION- INTERNATIONAL LONGSHOREMEN'S ASSOCVA · 596145175-001 | LAWRENCE C. MUSGROVE ASSOCIATES | $38M |
RIVERSIDE CONTRACTING, INC.MT · 810393633-003 | CULLEN CAPITAL MANAGEMENT LLC | $8M |
Plans lost in 2024
Appeared last year under SEGALL BRYANT & HAMILL; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | ROBERT HALF | $2.2B |
MCDERMOTT WILL & EMERY LLPIL · 361453176-005 | BEACON POINTE ADVISORS LLC | $1.2B |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | CORIENT PRIVATE WEALTH LLC | $746M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | MERCER | $703M |
BOARD OF TRUSTEES OF ROOFERS PENSION FUNDIL · 366485998-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $501M |
CORIENT SERVICES LLCFL · 873513335-001 | DYNASTY WEALTH MANAGEMENT LLC | $227M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
BYER CALIFORNIACA · 941582944-001 | PRINCIPAL LIFE INSURANCE COMPANY | $111M |
BERKSHIRE GAS COMPANYCT · 041731220-002 | PRICEWATERHOUSECOOPERS LLP | $28M |
AVANGRID RENEWABLES LLCCT · 931177933-002 | BONADIO & CO., LLP | $27M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $401,324 | 7y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $105,186 | 4y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $337,327 | 9y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $415,259 | 7y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $416,560 | 7y | - |
AUTOMOBILE CLUB OF SO CALIFORNIACA · 950514585-001 | $2.6B | 23,954 | $234,328 | 7y | 1 |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $208,847 | 10y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $30,468 | 4y | - |
CENTRAL MAINE POWER COMPANYCT · 010042740-001 | $1.6B | 8,230 | $28,130 | 3y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $495,515 | 7y | - |
Flag exposure
96.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (31)
Raw Schedule C names collapsed into SEGALL BRYANT & HAMILL.
- SEAGALL BRYANT & HAMILL
- SEGALL BRYAN & HAMILL
- SEGALL BRYANT
- SEGALL BRYANT & HAMILL
- SEGALL BRYANT & HAMILL INV. COUNSEL
- SEGALL BRYANT & HAMILL INVT COUNSEL
- SEGALL BRYANT & HAMILL LLC
- SEGALL BRYANT & HAMILL LLC.
- SEGALL BRYANT & HAMILL LLVC
- SEGALL BRYANT & HAMILL SMID
- SEGALL BRYANT & HAMILL, LLC
- SEGALL BRYANT & HAMMILL
- SEGALL BRYANT AND HAMIL
- SEGALL BRYANT AND HAMILL
- SEGALL BRYANT AND HAMILL LLC
- SEGALL BRYANT AND HAMMILL
- SEGALL BRYANT HAMILL
- SEGALL BRYANT HAMMIL
- SEGALL GRYANT & HAMILL
- SEGALL INVESTMENT
- SEGALL SELECT INSURANCE SERVICES
- SEGALL, BRYANT
- SEGALL, BRYANT & HAMILL
- SEGALL, BRYANT , & HAMILL
- SEGALL, BRYANT AND HAMILL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SEGALL BRYANT & HAMILL's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.92% | 7.76% | -5.84 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 1.92% | 1.71% | +0.21 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SEGALL BRYANT & HAMILL. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).