Driehaus Capital Management LLC (Chicago)


Driehaus Capital Management LLC is a large advisory firm based in Chicago. It manages $6.53 billion of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois, Ohio, and Texas.

Driehaus Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Driehaus Capital Management: assets under management

The assets under management (AUM) of Driehaus Capital Management LLC is $6.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and $513.79 million of the total AUM is attributable to clients outside of the United States.

The firm manages $6.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.66 million each.
Driehaus Capital Management has custody of $337.48 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Driehaus Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard Herman Driehaus serves?

The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Richard Herman Driehaus is investment companies with 14 clients and $3.54 billion of assets under management. Among the 8 most similar advisory firms, Driehaus Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $6.53 billion for 68 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 17% of the firm’s clients are foreign persons or businesses.

Driehaus Capital Management also advises several private funds. Namely, five hedge funds and two other private funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $250,000.

Careers at Driehaus Capital Management LLC

The company employs 92 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard Herman Driehaus has been acting as President since 1 Sep 1982. Anne Steele Kochevar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Richard Herman Driehaus Chairman 1 Sep 1982 Other 72026
Meighan Harahan Vp and portfolio manager 1 May 1994 Other 1876726
Mary Hickey Weiss Senior vp and secretary 1 Feb 1995 Other 2611593
Michelle Lynn Cahoon Managing director, treasurer and chief financial officer 1 Apr 2003 Other 4645773
Joseph Daniel Mcdermott Chief compliance officer 1 Oct 2004 Other 4146135
Diane Lawrence Wallace Coo 1 Mar 2005 Other 1907170
Theresa Marie Fredrick Senior vice president of operations 1 Mar 2005 Other 2730166
Driehaus Capital Holdings Llc Member 1 Jan 2006 75% - 100% 20-3634129
Driehaus Capital Holdings Lllp Member 1 Jan 2006 75% - 100% 20-3634129
Janet Lynn Mcwilliams Chief compliance officer 1 Apr 2006 Other 2730133
Robert Harry Gordon President and chief executive officer 1 Oct 2006 Other 2141479
Stephen Thomas Weber Managing director, sales and relationship management 1 Oct 2006 Other 3223117
Carla Dawson Managing director, human resources 1 Oct 2006 Other 5249146
Daniel Martin Rea Vice president 1 Oct 2006 Other 3003635
Theresa Marie Fredrick Chief operating officer 1 Jan 2007 Other 2730166
Kaaren Anderson Sagastume Vice president 1 Jan 2009 Other 2101429
Thomas Mckean Seftenberg Managing director, relationship management and marketing 1 Jan 2011 Other 3127527
Janet Lynn Mcwilliams Managing director and secretary, general counsel 1 Mar 2012 Other 2730133
Michael Robert Shoemaker Assistant vice president & chief compliance officer 1 Mar 2012 Other 4802572
Kenneth Carl Nelson Managing director 1 Jun 2012 Other 3225728
Maximilian Edward Heitner Managing director, risk management and research 1 Sep 2014 Other 3049004
Daniel Martin Rea Managing director, director of research 1 Dec 2014 Other 3003635
Stephen Joseph Kneeley Interim president & ceo 1 Mar 2017 Other 1433085
Stephen Joseph Kneeley President and chief executive officer 1 Jan 2018 Other 1433085
Daniel Martin Rea Director of corporate development and investments 1 Feb 2018 Other 3003635
Robert Michael Kurinsky Chief financial officer and treasurer 1 Jan 2019 Other 4642292
Anne Steele Kochevar Chief compliance officer 1 Jul 2019 Other 1281519

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Herman Driehaus Trustee, richard h. driehaus 2003 revocable trust 1 Feb 2003 75% - 100% 72026
Richard Herman Driehaus Member 1 Jan 2006 75% - 100% 72026
Richard H. Driehaus Family Benefit Trust Member 1 Jun 2006 25% - 50% 30-6001195
Paula Hunt Mcmenamin Trustee, non-beneficial interest, richard h. driehaus family benefit trust 1 Apr 2008 Other 5719810
Richard H. Driehaus 2003 Revocable Trust Member 1 Apr 2010 25% - 50% 34-9341712
Llc Driehaus Trust Company Trustee, non-beneficial interest, richard h. driehaus family benefit trust 1 Dec 2012 Other 45-4091482
Dtc Ownership Trust Owner 1 Dec 2012 75% - 100% 46-6441718
Richard Herman Driehaus Trustee 1 Dec 2012 75% - 100% 72026
Llc Driehaus Trust Company Co-trustee, richard h. driehaus 2003 revocable trust 1 Jan 2017 Other 45-4091482

Based in Chicago

The principal office where Driehaus Capital Management LLC performs its advisory services is located at 25 East Erie Street, Chicago, IL 60611 2703, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-587-3800 or by fax 312-587-3234. The normal business hours are 8:00 a.m. - 5:00 p.m. central time on Monday - Friday. You can find more information about the New York firm at driehaus.com.