Glynn Capital Management, LLC

RIASEC RegisteredEst. 1992
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$126M
Accounts
12
Employees
24
Advisory reps
4

Firm details

Headquarters
Menlo Park, California
CRD number
111296
Registered since
May 21, 1992
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.91%
  • HNWI0.09%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Glynn Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1992. The firm functions as a multifaceted fund manager that runs pooled investment vehicles and provides portfolio management for individuals and small businesses. Its business mix includes operating hedge and venture-capital style funds and acting as sponsor, general partner, or managing member of pooled vehicles. Clients include high-net-worth individuals and family investors as well as institutional clients. Compensation combines a percentage-of-assets model with performance-based fees. Glynn Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 8%, Other 2%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents8%
  • Other2%

Owners & executives

2 of 2
  • Yiyi Xie

    CFOCRD 7972504

  • Sarah Rogers

    Sarah Rogers

    Partner, COOCRD 2526738

Contacts

2 of 2
  • David Glynn

    David Glynn

    Managing PartnerCRD 4240258

  • Barbara Glynn

    Managing MemberCRD 4767014

Wealth teams

FINTRX

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

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, 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 Mateo
Address
1540 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth