Ludovic
Thomasson

Ensemble Capital Management, LLC

CRD#4923376
Investment Advisor
in San Francisco, CA

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About this Advisor

Ludovic Thomasson is a financial advisor based in San Francisco, California, working with Ensemble Capital Management, LLC. Ludovic has previously held a position at Ensemble Capital Management, LLC. Ludovic has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Ludovic is part of Ensemble Capital Management, LLC, which operates out of San Francisco, California. The firm has 17 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Ensemble Capital Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

555 Mission St Suite 3325
San Francisco, CA 94105

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Ensemble Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,662,677,939

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

741

CA Average: 3,727
Average Account Size

$2,243,830

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Ludovic Thomasson Work History

2014 - Present (10 years)

Ensemble Capital Management, LLC

Disclosures

Please visit the SEC profile of Ludovic Thomasson 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 Ensemble Capital Management, LLC

Ludovic Thomasson
San Francisco, CA
John Kim
San Francisco, CA
Kyle Benner
San Francisco, CA
Shilpa Andalkar
San Francisco, CA
Michael Navone
San Francisco, CA
Paul Perrino
San Francisco, CA
Arif Karim
San Francisco, CA
Sean Stannard-Stockton
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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