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SPYGLASS CAPITAL MANAGEMENT, LLC

One Letterman Drive, Building A
Suite A4-800
San Francisco, California 94129-1492
Tel: 4153182366

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About SPYGLASS CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#281266
SEC#801-112070
Assets Managed by Firm$1,403,613,651
No. of Clients81
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total81$1,403,613,651
High net worth individuals54$212,825,633
Pension and profit sharing plans2$16,576,788
Charitable organizations10$27,158,490
Other investment advisers3$11,997,035
Corporations or other businesses8$24,545,416

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