Horsley Bridge Partners LLC

Horsley Bridge Partners LLC is a RIA based in San Francisco, CA with $9B in AUM and with 17 advisors nationwide.

Advisors (17)

Name	Start Date
Berkowitz, Fred, E.	Mar 1997
Bridge, Gary, L	Mar 1997
Chai, Du, H.	Sep 2011
Lance Cottrill	Sep 2003
Freeman, Chelsea, J.	Jan 2007

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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$8.6B

Total Assets

Accounts

$411.3M

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

Giuffrida, Alfred, J. (10% to 25%)
The Alfred J. Giuffrida Trust Dated August 20, 2004 (10% to 25%)
Berkowitz Family 2002 Trust Dated June 28, 2002 (10% to 25%)
Chai, Du, H. (10% to 25%)
Yi Sun (10% to 25%)
Joshua D. and Chelsea J. Freeman Family Revocable Trust U/D/T Dated July 22, 2005 (10% to 25%)
Obershaw, Elizabeth, Deborah (10% to 25%)
Freeman, Chelsea, J. (10% to 25%)
Alexandra Rabsey (10% to 25%)
Freeman, Joshua, Daly (10% to 25%)
Lance Cottrill (10% to 25%)
Murphy, Kathleen, Mary (5% to 10%)
Executives with less than 5% share each

*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
Berkowitz, Fred, E.	Managing Director and Trustee	03/01/1997
Giuffrida, Alfred, J.	Managing Director and Trustee	03/01/1997
Kathryn Mayne	Director	09/01/2003
Lance Cottrill	Managing Director and Member	09/01/2003
Freeman, Joshua, Daly	Managing Director and Trustee	09/01/2003

Name	Title	Tenure Date
Fred E. Berkowitz	Managing Director and Trustee	03/01/1997
Alfred J. Giuffrida	Managing Director and Trustee	03/01/1997
Kathryn Mayne	Director	09/01/2003
Lance Cottrill	Managing Director and Member	09/01/2003
Joshua Daly Freeman	Managing Director and Trustee	09/01/2003
Alexandra Rabsey	Trustee	01/01/2005
Chelsea J. Freeman	Trustee	01/01/2007
Elizabeth Deborah Obershaw	Managing Director and Member	01/01/2008
Dan N. Reeve	Managing Director	03/01/1997
Kathleen Mary Murphy	Managing Director, Member, COO and Chief Compliance Officer	01/01/2008
Yi Sun	Managing Director	01/01/2011
Clara Vu	Chief Financial Officer	10/01/2010
Du H. Chai	Managing Director	09/01/2011

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

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

Firm Compensation Arrangements

Types of Compensation Arrangements

Percentage of Assets
Fixed Fees
Other: (6) Performance-based fees
Other: FEE BASED ON CAPITAL COMMITMENTS

Key Information

Type:	Investment Adviser Firm
HQ:	San Francisco, CA
Employees:	About 50
Total Assets:	$8.6B
Website:	No Information

Client Types

	Other Pooled Investment Vehicles
	Pension and Profit Sharing Plans

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 05/30/2012.

Professional Designations

No professional designations listed.

Membership Associations

No membership associations listed.

State Registrations

Horsley Bridge Partners LLC is registered in the following states: CA

Firm Services

No services listed.