Spyglass Capital Management, LLC

RIASEC RegisteredEst. 2017

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$26.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Greenbrae, California
CRD number: 281266
Registered since: November 27, 2017
Website: spyglassfunds.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies57.44%
Pooled Investment Vehicles19.54%
HNWI16.32%
Other2.7%
Corporations / Businesses1.56%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spyglass Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2017. The firm operates as a private equity-oriented manager that also provides discretionary portfolio management across client types, serving wealthy individuals and families as well as institutional investors. Spyglass acts as sponsor and general partner for pooled vehicles and offers advisory services to separate accounts, pooled investment vehicles and investment companies. Its fee schedule includes traditional asset-based fees alongside performance-based fees and other arrangements. The firm identifies as an active ESG investor and integrates environmental, social or governance considerations into its investment approach.