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 a privately held investment adviser organized as an LLC and registered with the SEC in 2017. The firm is organized around both pooled vehicles and managed accounts and is classified as a private equity fund manager. Its client base includes high-net-worth individuals and families as well as institutional investors. Spyglass provides portfolio management across several vehicle types—separately managed accounts, investment companies, pooled investment vehicles, and institutional/business accounts—and also serves as sponsor, general partner and managing member for pooled vehicles it manages. The firm charges asset-based fees and performance-based fees, and identifies itself as an active ESG investor.