Spyglass Capital Management, LLC is a large advisory firm based in San Francisco. It manages $204.65 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Spyglass Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spyglass Capital Management, LLC is $204.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1222% since the beginning of its operation, and $34.85 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Spyglass Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of James Andrew Robillard is high net worth individuals with 2 clients and $89.55 million of assets under management. Among the 9 most similar advisory firms, Spyglass Capital Management has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $194.51 million for 4 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Spyglass Capital Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Andrew Robillard has been acting as President since 1 Mar 2015. William Xavier Minor joined the executive team most recently as the Chief Compliance Officer.
The principal office where Spyglass Capital Management, LLC performs its advisory services is located at One Letterman Drive, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 4153182366 or by fax 4152762098. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at spyglassfunds.com and its LinkedIn profile.