Horsley Bridge Partners LLC

CRD#110877
Investment Advisor Firm

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Overview

Horsley Bridge Partners LLC is a financial advisory firm based in San Francisco, California. The firm manages $27.4 billion in assets across 45 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The company has an average-sized group, including 12 financial advisors. Horsley Bridge Partners LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and stocks.

Horsley Bridge Partners LLC manages some of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction judgments are made by a portfolio manager without requiring the client's consent. It also administers 44 non-discretionary accounts with a total of $27.4 billion in assets. The firm manages about $608.2 million for every account. An average advisor at Horsley Bridge Partners LLC manages around four client accounts, making it one of the most individualized advisor firms in the country.

The firm's central office is at 505 Montgomery Street, 21St Fl., San Francisco, California 94111. It is legally allowed to serve clients in the state of California.

Assets Under Management

$27.4 billion

Number of Advisors

12

Disclosures

No

Office Location

505 Montgomery Street, 21St Fl.
San Francisco, CA 94111

Horsley Bridge Partners LLC by the Numbers

Total Assets Under Management

$27.4 billion

National Average: $9.0 billion
Total Number of Employees

47

National Average: 71,771
Total Number of Accounts

45

National Average: 4,329
Average Account Size

$608.2 million

National Average: $2.1 million

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Fee Structure

A financial advisor's fees vary depending on the services offered. However, fee types billed by Horsley Bridge Partners LLC most likely consist of the following fee types: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

Horsley Bridge Partners LLC caters to pooled investment vehicles and pension plans. Out of its 45 clients, Horsley Bridge Partners LLC's largest client is pooled investment vehicles. None of the company's accounts are non-U.S. persons.

  • 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.

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Disclosures

Horsley Bridge Partners LLC does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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