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Horsley Bridge Partners LLC

Horsley Bridge Partners LLC is a RIA based in San Francisco, CA with $10B in AUM.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$10.0B
Total Assets
23
Accounts
$432.9M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Fred E. Berkowitz Managing Director and Trustee 03/01/1997
Alfred Giuffrida Managing Director and Trustee 03/01/1997
Kathryn Mayne Director 09/01/2003
Lance Cottrill Managing Director and Member 09/01/2003
Joshua Freeman Managing Director and Trustee 09/01/2003

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
505 Montgomery Street, 21st Fl.
San Francisco , CA 94111
Phone Number: 415-986-7733

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Performance-based Fees
  • Other: FEE BASED ON CAPITAL COMMITMENTS