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 LLC that operates as a multi-strategy manager with roots dating back to its 1992 registration. The firm combines hedge fund and venture capital activity with other private fund management, serving both individual/family and institutional clients. It provides discretionary portfolio management for individuals and small businesses and also manages pooled investment vehicles, acting as sponsor, general partner, and managing member for some funds. Fee arrangements include a percentage of AUM plus performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

    Partner, COOCRD 2526738

Contacts

2 of 2
  • 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