Glynn Capital Management, LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$126M
Accounts
12
Employees
24
Advisory reps
4

Firm details

Headquarters
Menlo Park, California
CRD number
111296
Registered since
May 21, 1992
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

FINTRX

Overview

Glynn Capital Management, LLC is an SEC-registered investment manager (registered in 1992) organized as an LLC that combines hedge fund, venture capital and multifaceted fund-management activity. The firm serves both high-net-worth individuals and institutional clients and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. Its business model includes acting as sponsor/GP and managing member of pooled vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 8%, Other 2%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents8%
  • Other2%

Owners & executives

2 of 2
  • Sarah Rogers

    Sarah Rogers

    Partner, COOCRD 2526738

  • Yiyi Xie

    CFOCRD 7972504

Contacts

2 of 2
  • Barbara Glynn

    Managing MemberCRD 4767014

  • David Glynn

    David Glynn

    Managing PartnerCRD 4240258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth