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 organized investment adviser registered with the SEC in 2017 and structured as an LLC. The firm serves both individual/family clients and institutional investors and identifies itself as a private equity fund manager while also providing portfolio management across individuals, pooled vehicles, investment companies and institutions. Its fee schedule combines asset-based fees with performance-based fees and other arrangements. Spyglass reports acting as sponsor/GP and managing member for pooled investment vehicles and indicates that it is an active ESG investor.