HORSLEY BRIDGE PARTNERS LLC

RIASEC RegisteredEst. 1997
Total AUM
$23.6B
Discretionary
$23.6B
100% of AUM
Avg account
$513M
Accounts
46
Employees
45
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
110877
Registered since
March 31, 1997
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.93%
  • Pension & Profit Sharing Plans0.07%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Horsley Bridge Partners LLC is a private investment manager that builds and runs pooled investment vehicles with a heavy emphasis on venture capital and private equity strategies. Founded and registered with the SEC in 1997 as a limited liability company, the firm serves institutional clients and acts as a general partner and sponsor for its funds. Its advisory activity is concentrated on portfolio management for pooled vehicles and for businesses or institutions, and its fee structure includes performance-based fees common in private fund management. The firm’s stated profile classifies it as a multifaceted fund manager that runs both venture capital and private equity programs, with real estate allocations also in the mix. Horsley Bridge is not identified as an active ESG investor and is not registered as a multi-state adviser. As a manager it focuses on sourcing, structuring and operating private funds rather than functioning primarily as a retail wealth allocator.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • CLARA VU

    Chief Financial OfficerCRD 5907586

Contacts

3 of 6
  • KATHRYN MAYNE

    Managing DirectorCRD 4783946

  • DU CHAI

    Managing DirectorCRD 6044747

  • LANCE COTTRILL

    Managing DirectorCRD 4784096

Unlock 3 more contacts

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
140 New Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth