Kyle Bakhshi
Investment adviser representative at William Blair & Company L.L.C.
13 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
Are you Kyle Bakhshi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- William BlairJun 2021 to now
- UnemployedNov 2020 to Jun 2021
- NuveenMar 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5883158
- Firm CRD
- 1252