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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)

No advisors listed.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
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.


*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

Name Title Tenure Date
Alfred J. Giuffrida Managing Director and Trustee 03/01/1997
Joshua Daly Freeman Managing Director and Trustee 09/01/2003
Elizabeth Deborah Obershaw Managing Director and Member 01/01/2008
Clara Vu Chief Financial Officer 10/01/2010
Kathryn Mayne Managing Director 09/01/2003

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

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

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees