# EDGAR Filing Document

**Accession Number:** 0000357204
**File Stem:** 0001580642-25-005238
**Filing Date:** 2025-8
**Character Count:** 16319
**Document Hash:** de7cd171ed5cc8fe8d75c2b3c423592e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-25-005238.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001580642-25-005238

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250819

**DATE AS OF CHANGE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Segall Bryant & Hamill Trust
- **CENTRAL INDEX KEY:** 0000357204

**ORGANIZATION NAME:**
- **EIN:** 510263765
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-240059
- **FILM NUMBER:** 251229959

**BUSINESS ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246
- **BUSINESS PHONE:** 303-623-2577

**MAIL ADDRESS:**
- **STREET 1:** C/O ULTIMUS FUND SOLUTIONS, LLC
- **STREET 2:** 225 PICTORIA DRIVE, SUITE 450
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45246

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE TRUST
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTCORE FUNDS INC
- **DATE OF NAME CHANGE:** 19860506

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUNMONT WEST FUND INC
- **DATE OF NAME CHANGE:** 19820520

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX         | C000018311 |
| Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX         | C000052673 |

---

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                        | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX         | C000018312 |
| Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX         | C000169263 |

---

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                     | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX         | C000018316 |
| Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX         | C000052675 |

---

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                         | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX         | C000018320 |
| Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX         | C000052678 |

---

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX         | C000134695 |
| Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX         | C000134696 |

---

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX         | C000176020 |
| Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX         | C000176021 |

---

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX         | C000206635 |
| Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX         | C000206636 |

---

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX         | C000211581 |
| Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX         | C000211582 |

---

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                       | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX         | C000211583 |
| Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX         | C000211584 |

---

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                              | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX         | C000211585 |
| Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX         | C000211586 |

---

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                      | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX         | C000211587 |
| Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX         | C000211588 |

---

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                     | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Small Cap Core Fund-Retail Class        | SBHCX         | C000216810 |
| Segall Bryant & Hamill Small Cap Core Fund-Institutional Class | SBASX         | C000216811 |

---

### Segall Bryant & Hamill Select Equity ETF (Series ID: S000080591)

---

|  |  |  |
|:---|:---|:---|
| Class Name                               | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill Select Equity ETF | USSE          | C000243104 |

---

### Barrett Opportunity Fund (Series ID: S000081721)

---

|  |  |  |
|:---|:---|:---|
| Class Name                            | Ticker Symbol | Class ID   |
| Barrett Opportunity Fund Retail Class | SAOPX         | C000244699 |

---

### BARRETT GROWTH FUND (Series ID: S000081723)

---

|  |  |  |
|:---|:---|:---|
| Class Name                       | Ticker Symbol | Class ID   |
| BARRETT GROWTH FUND Retail Class | BGRWX         | C000244704 |

---

### Segall Bryant & Hamill International Equity Fund (Series ID: S000083239)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                                             | Ticker Symbol | Class ID   |
| Segall Bryant & Hamill International Equity Fund - Institutional Class | CIEQX         | C000246765 |
| Segall Bryant & Hamill International Equity Fund - Retail Class        | CIQRX         | C000246766 |

---

## Series and Classes Contracts Data

### Segall Bryant & Hamill Plus Bond Fund (Series ID: S000006744)

| Class ID   | Class Name                                                | Ticker Symbol   |
|:---|:---|:---|
| C000018311 | Segall Bryant & Hamill Plus Bond Fund-Retail Class        | WTIBX           |
| C000052673 | Segall Bryant & Hamill Plus Bond Fund-Institutional Class | WIIBX           |

### Segall Bryant & Hamill Colorado Tax Free Fund (Series ID: S000006745)

| Class ID   | Class Name                                                        | Ticker Symbol   |
|:---|:---|:---|
| C000018312 | Segall Bryant & Hamill Colorado Tax Free Fund-Retail Class        | WTCOX           |
| C000169263 | Segall Bryant & Hamill Colorado Tax Free Fund-Institutional Class | WICOX           |

### Segall Bryant & Hamill Global All Cap Fund (Series ID: S000006749)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000018316 | Segall Bryant & Hamill Global All Cap Fund-Retail Class        | WTMVX           |
| C000052675 | Segall Bryant & Hamill Global All Cap Fund-Institutional Class | WIMVX           |

### Segall Bryant & Hamill Quality High Yield Fund (Series ID: S000006753)

| Class ID   | Class Name                                                         | Ticker Symbol   |
|:---|:---|:---|
| C000018320 | Segall Bryant & Hamill Quality High Yield Fund-Retail Class        | WTLTX           |
| C000052678 | Segall Bryant & Hamill Quality High Yield Fund-Institutional Class | WILTX           |

### Segall Bryant & Hamill Small Cap Growth Fund (Series ID: S000043443)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000134695 | Segall Bryant & Hamill Small Cap Growth Fund-Retail Class        | WTSGX           |
| C000134696 | Segall Bryant & Hamill Small Cap Growth Fund-Institutional Class | WISGX           |

### Segall Bryant & Hamill Municipal Opportunities Fund (Series ID: S000055877)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000176020 | Segall Bryant & Hamill Municipal Opportunities Fund-Retail Class        | WTTAX           |
| C000176021 | Segall Bryant & Hamill Municipal Opportunities Fund-Institutional Class | WITAX           |

### Segall Bryant & Hamill Short Term Plus Fund (Series ID: S000063758)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000206635 | Segall Bryant & Hamill Short Term Plus Fund-Retail Class        | SBHPX           |
| C000206636 | Segall Bryant & Hamill Short Term Plus Fund-Institutional Class | SBAPX           |

### Segall Bryant & Hamill All Cap Fund (Series ID: S000065429)

| Class ID   | Class Name                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211581 | Segall Bryant & Hamill All Cap Fund-Retail Class        | SBRAX           |
| C000211582 | Segall Bryant & Hamill All Cap Fund-Institutional Class | SBHAX           |

### Segall Bryant & Hamill Emerging Markets Fund (Series ID: S000065430)

| Class ID   | Class Name                                                       | Ticker Symbol   |
|:---|:---|:---|
| C000211583 | Segall Bryant & Hamill Emerging Markets Fund-Retail Class        | SBHEX           |
| C000211584 | Segall Bryant & Hamill Emerging Markets Fund-Institutional Class | SBEMX           |

### Segall Bryant & Hamill International Small Cap Fund (Series ID: S000065431)

| Class ID   | Class Name                                                              | Ticker Symbol   |
|:---|:---|:---|
| C000211585 | Segall Bryant & Hamill International Small Cap Fund-Retail Class        | SBHSX           |
| C000211586 | Segall Bryant & Hamill International Small Cap Fund-Institutional Class | SBSIX           |

### Segall Bryant & Hamill Small Cap Value Fund (Series ID: S000065432)

| Class ID   | Class Name                                                      | Ticker Symbol   |
|:---|:---|:---|
| C000211587 | Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | SBHVX           |
| C000211588 | Segall Bryant & Hamill Small Cap Value Fund-Retail Class        | SBRVX           |

### Segall Bryant & Hamill Small Cap Core Fund (Series ID: S000067438)

| Class ID   | Class Name                                                     | Ticker Symbol   |
|:---|:---|:---|
| C000216810 | Segall Bryant & Hamill Small Cap Core Fund-Retail Class        | SBHCX           |
| C000216811 | Segall Bryant & Hamill Small Cap Core Fund-Institutional Class | SBASX           |

### Segall Bryant & Hamill Select Equity ETF (Series ID: S000080591)

| Class ID   | Class Name                               | Ticker Symbol   |
|:---|:---|:---|
| C000243104 | Segall Bryant & Hamill Select Equity ETF | USSE            |

### Barrett Opportunity Fund (Series ID: S000081721)

| Class ID   | Class Name                            | Ticker Symbol   |
|:---|:---|:---|
| C000244699 | Barrett Opportunity Fund Retail Class | SAOPX           |

### BARRETT GROWTH FUND (Series ID: S000081723)

| Class ID   | Class Name                       | Ticker Symbol   |
|:---|:---|:---|
| C000244704 | BARRETT GROWTH FUND Retail Class | BGRWX           |

### Segall Bryant & Hamill International Equity Fund (Series ID: S000083239)

| Class ID   | Class Name                                                             | Ticker Symbol   |
|:---|:---|:---|
| C000246765 | Segall Bryant & Hamill International Equity Fund - Institutional Class | CIEQX           |
| C000246766 | Segall Bryant & Hamill International Equity Fund - Retail Class        | CIQRX           |

![A close-up of a sign Description automatically generated](image_001.gif)

**SEGALL BRYANT & HAMILL TRUST**

**Segall Bryant & Hamill Small Cap Value Fund**

**Segall Bryant & Hamill Small Cap Growth Fund**

**Segall Bryant & Hamill Small Cap Core Fund**

**Segall Bryant & Hamill All Cap Fund**

**Segall Bryant & Hamill Emerging Markets Fund**

**Segall Bryant & Hamill International Small Cap Fund**

**Segall Bryant & Hamill International Equity Fund**

**Segall Bryant & Hamill Global All Cap Fund**

**Segall Bryant & Hamill Short Term Plus Fund**

**Segall Bryant & Hamill Plus Bond Fund**

**Segall Bryant & Hamill Quality High Yield Fund**

**Segall Bryant & Hamill Municipal Opportunities Fund**

**Segall Bryant & Hamill Colorado Tax Free Fund**

**Barrett Growth Fund**

**Barrett Opportunity Fund**

**(the "Funds")**

**Supplement dated August 19, 2025 to the**

**Summary Prospectuses, Prospectus, and Statement of Additional Information ("SAI"), each dated April 30, 2025, as supplemented**

**This supplement provides new and additional information beyond that contained in the Summary Prospectus, Prospectus, and SAI and should be read in conjunction with the Summary Prospectus, Prospectus and SAI for each Fund.**

Over the course of a special shareholder meeting (including adjournments) commencing May 30, 2025 and ending on August 15, 2025, a new investment advisory agreement (the "New Advisory Agreement") between Segall Bryant & Hamill Trust, on behalf of each Fund, and Segall Bryant & Hamill, LLC, the Funds' investment adviser (the "Adviser"), was approved by each Fund's shareholders.

The transaction whereby CI Financial Corp., the ultimate parent company of the Adviser was acquired by Accelerate Holdings Corp., a company ultimately controlled by Mubadala Capital, closed on August 12, 2025 (the "Closing Date"). Accordingly, the New Advisory Agreement went into effect with respect to each Fund on the Closing Date.

**PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE**![A close-up of a sign Description automatically generated](image_001.gif)

**SEGALL BRYANT & HAMILL TRUST**

**Segall Bryant & Hamill Select Equity ETF**

**(the "Fund")**

**Supplement dated August 19, 2025 to the**

**Summary Prospectus, Prospectus, and Statement of Additional Information ("SAI"), each dated April 30, 2025, as supplemented**

**This supplement provides new and additional information beyond that contained in the Summary Prospectus, Prospectus, and SAI and should be read in conjunction with the Summary Prospectus, Prospectus and SAI for the Fund.**

The transaction whereby CI Financial Corp., the ultimate parent company of the Segall Bryant & Hamill, LLC, the Fund's investment adviser (the "Adviser") was acquired by Accelerate Holdings Corp., a company ultimately controlled by Mubadala Capital, closed on August 12, 2025 (the "Closing Date"). Accordingly, an interim advisory agreement between the Trust, on behalf of the Fund, and the Adviser, went into effect on the Closing Date.

**PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE**