One Letterman Drive, Building A
Suite A4-800
San Francisco, California 94129-1492
Tel: 4153182366
SPYGLASS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SPYGLASS CAPITAL MANAGEMENT, LLC. The firm was established in 11/27/2017. They have over 1 offices throughout the country.
SPYGLASS CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,403,613,651 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 10 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281266 |
| SEC# | 801-112070 |
| Assets Managed by Firm | $1,403,613,651 |
| No. of Clients | 81 |
| No. of Advisors | 10 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 81 | $1,403,613,651 |
| High net worth individuals | 54 | $212,825,633 |
| Pension and profit sharing plans | 2 | $16,576,788 |
| Charitable organizations | 10 | $27,158,490 |
| Other investment advisers | 3 | $11,997,035 |
| Corporations or other businesses | 8 | $24,545,416 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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