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Building 2ENSEMBLE CAPITAL MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone650-696-1240
NotebookSEC #801-54850
Total AUM
$1.7B
Employees
17
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 MISSION ST
SUITE 3325
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
650-696-1240

ReceiptFinancials

Total AUM
$1.7B
Accounts
741
Discretionary
$1.7B
Accounts
741
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$5M
HNW Individual Clients
192
AUM
$1.1B
Investment Company Clients
1
AUM
$55.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.2M
Charitable Organization Clients
29
AUM
$357.2M
Corporation or Business Clients
13
AUM
$87.4M
Other Clients
33
AUM
$49.5M
Description of Other Clients
IRREVOCABLE TRUSTS, OTHER

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHILATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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