Glynn Capital Management, LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 111296
- Registered since
- May 21, 1992
- Website
- www.glynncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.91%
- HNWI0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Glynn Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1992. The firm functions as a multifaceted fund manager that runs pooled investment vehicles and provides portfolio management for individuals and small businesses. Its business mix includes operating hedge and venture-capital style funds and acting as sponsor, general partner, or managing member of pooled vehicles. Clients include high-net-worth individuals and family investors as well as institutional clients. Compensation combines a percentage-of-assets model with performance-based fees. Glynn Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents8%
- Other2%
Owners & executives
2 of 2Yiyi Xie
CFOCRD 7972504

Sarah Rogers
Partner, COOCRD 2526738
Contacts
2 of 2
David Glynn
Managing PartnerCRD 4240258
Barbara Glynn
Managing MemberCRD 4767014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, 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 Mateo
- Address
- 1540 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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