Horsley Bridge Partners LLC
Answer a few questions and
get matched with an advisor.
Learn more about Horsley Bridge Partners LLC
Overview
Horsley Bridge Partners LLC is a financial advisory firm that has its headquarters in San Francisco, California. It has $23.7 billion in assets throughout 46 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). Horsley Bridge Partners LLC has an average-sized team, including 11 financial advisors. Horsley Bridge Partners LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Horsley Bridge Partners LLC administers most of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without requiring the customer's approval. It also has one non-discretionary accounts with a total of $11.5 million in assets under management. Horsley Bridge Partners LLC's average account size is $514.6 million. An average advisor at Horsley Bridge Partners LLC manages about four client accounts, making it one of the most personalized advisor firms in the country.
The company's headquarters is at 140 New Montgomery Street, 16Th Floor, San Francisco, California 94105. Horsley Bridge Partners LLC is permitted to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Horsley Bridge Partners LLC by the Numbers
$23.7 billion
47
46
$514.6 million
Fee Structure
Fees charged by financial advisors typically are based on the services offered. Fee types charged by the firm most likely are comprised of any blend of the following fee structures: performance-based or other. Horsley Bridge Partners LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Horsley Bridge Partners LLC provides services to pooled investment vehicles and pension plans. Out of its 46 clients, Horsley Bridge Partners LLC's largest client is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Horsley Bridge Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.