ALBOURNE AMERICA LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 126582
- Registered since
- April 24, 2006
- Website
- www-ap.albourne.com
- Fee structure
- Fixed Fees
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Albourne America LLC operates as a limited liability company and was established in 2006. The firm serves as a capital allocator, primarily focusing on institutional clients. Albourne specializes in pension consulting services, selection of other advisers, and educational seminars or workshops. While the firm does not actively engage in ESG investment, it maintains a fixed fee structure for its advisory services. Albourne America LLC is recognized for its expertise in alternative investments, particularly in private equity, hedge funds, and real estate.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3NISHITH PATEL
Chief Compliance OfficerCRD 5276893
HEERAL SHAH
Chief Financial OfficerCRD 7731263
Annita Kouzapa
Chief Operating OfficerCRD 7589042
Contacts
3 of 13WILLIAM GREENWOOD
Portfolio AnalystCRD 5995196
DAVID HARMSTON
ManagerCRD 4656184
KRISTEN JONES
Private EquityCRD 5758976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 425 California St
- Time zone
- PT (UTC-8)
- Office locations
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