Burlingame Investment Group LLC

Overview

Burlingame Investment Group LLC is a small, institutionally-oriented adviser that combines separately managed account work with an active private fund strategy. The firm’s business model centers on portfolio management for individuals/small businesses and for pooled investment vehicles, and it charges both a percentage-of-AUM fee and performance-based fees. Investment activity shows a clear tilt toward equities delivered through exchange-traded instruments, while the firm also sponsors and advises a hedge fund vehicle that represents the largest single pool of assets it manages. Custody and trading appear to be executed through Interactive Brokers, which supports a trading approach suited to liquid public markets and active portfolio adjustments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices