Spyglass Capital Management, LLC
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About this Advisor
James Robillard is a financial advisor who works in San Francisco, California with a total of 6 years of industry experience. Robillard currently works for Spyglass Capital Management, LLC. The advisor has gained experience at Spyglass Capital Management LLC and Edgewood Management LLC. Robillard has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Spyglass Capital Management, LLC is a financial advisory firm that has its headquarters in San Francisco, CA. It manages $1 billion in assets under management among its 86 client accounts, making it one of the larger firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 86 customer accounts, 64% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules depend on which services the firm provides the client. However, fees charged by Spyglass Capital Management, LLC can consist of asset-based and performance-based fees.
Certifications and Registrations
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Spyglass Capital Management, LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Robillard Work History
James has been registered as a financial advisor for 6 years.*
Spyglass Capital Management LLC
Edgewood Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of James Robillard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spyglass Capital Management, LLC
San Francisco, CA
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 email@example.com.
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