ALBOURNE AMERICA LLC

RIASEC RegisteredEst. 2006
Total AUM
Avg account
$0
Accounts
0
Employees
114
Advisory reps
16

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
126582
Registered since
April 24, 2006
Fee structure
Fixed Fees
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Albourne America LLC operates as a limited liability company and was established in 2006. The firm serves as a capital allocator, primarily focusing on institutional clients. Albourne specializes in pension consulting services, selection of other advisers, and educational seminars or workshops. While the firm does not actively engage in ESG investment, it maintains a fixed fee structure for its advisory services. Albourne America LLC is recognized for its expertise in alternative investments, particularly in private equity, hedge funds, and real estate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • NISHITH PATEL

    Chief Compliance OfficerCRD 5276893

  • HEERAL SHAH

    Chief Financial OfficerCRD 7731263

  • Annita Kouzapa

    Chief Operating OfficerCRD 7589042

Contacts

3 of 13
  • WILLIAM GREENWOOD

    Portfolio AnalystCRD 5995196

  • DAVID HARMSTON

    ManagerCRD 4656184

  • KRISTEN JONES

    Private EquityCRD 5758976

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
425 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth