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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $11.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 22
      Accounts
    • $524.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Hb Ix, LLC -- --
Hb Strategic, LLC -- --
Hb Vii, LLC -- --
Hb Viii, LLC -- --
Hb X Growth Buyout, LLC -- --
Hb X Venture, LLC -- --
Hb Xi Venture, LLC -- --
Hb-Euro Partners Ii, LLC -- --
Hb-Euro Partners Iii, LLC -- --
Hbef I, LLC -- --
Hbf Iv, L.L.C. -- --
Hbf Partners Ii, L.P. -- --
Hbf V, LLC -- --
Hbf Vi, LLC -- --
Hbi Iii, LLC -- --
Hbi Iv, LLC -- --
Hbi V, LLC -- --
Horsley Bridge Growth Viii, LLC -- --
Horsley Bridge International Limited -- --
Horsleybridge (Beijing) Business Consulting Company Limited -- --

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Alfred J. Giuffrida Managing Director And Trustee March, 1997 10% to 25%
    Joshua Daly Freeman Managing Director And Trustee September, 2003 10% to 25%
    Elizabeth Deborah Obershaw Managing Director And Member January, 2008 10% to 25%
    Lance Cottrill Managing Director And Trustee September, 2003 10% to 25%
    Yi Sun Managing Director And Member January, 2011 10% to 25%
    Du H. Chai Managing Director And Member September, 2011 10% to 25%
    Kathleen Mary Murphy Managing Director/Coo, Chief Compliance Officer, Trustee January, 2008 5% to 10%
    Kathryn Mayne Managing Director September, 2003 less than 5%
    Clara Vu Chief Financial Officer October, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees
      • Fee Based On Capital Commitments