Overview
Assets Under Management: $1.7 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 192
Average Client Assets: $5.7 million
Frequently Asked Questions
ENSEMBLE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107213), ENSEMBLE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ENSEMBLE CAPITAL MANAGEMENT, LLC is headquartered in SAN FRANCISCO, CA.
ENSEMBLE CAPITAL MANAGEMENT, LLC serves 192 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, ENSEMBLE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
ENSEMBLE CAPITAL MANAGEMENT, LLC manages $1.7 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, ENSEMBLE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Recent Rankings
Forbes 2024: 115
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.34%
Average Client Assets: $5.7 million
Total Client Accounts: 741
Discretionary Accounts: 741
Regulatory Filings
CRD Number: 107213
Filing ID: 1842404
Last Filing Date: 2024-03-25 12:07:00