Thomas Weisel Global Growth Partners LLC is a large advisory firm based in San Francisco. It manages $304.44 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Massachusetts.
Thomas Weisel Global Growth Partners provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomas Weisel Global Growth Partners LLC is $304.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thomas Weisel Global Growth Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Scott Allen Roberts is pooled investment vehicles with 5 clients and $304.44 million of assets under management. Among the 9 most similar advisory firms, Thomas Weisel Global Growth Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $304.44 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Thomas Weisel Global Growth Partners also advises several private funds. Namely, five venture capital funds. The minimum investment commitment required of non-related persons ranges from $1 to $500,000.
The company employs 10 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Scott Allen Roberts has been acting as President since 1 Mar 2014. Renee Marie Ansbro joined the executive team most recently as the Chief Financial Officer.
The principal office where Thomas Weisel Global Growth Partners LLC performs its advisory services is located at One Montgomery Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-364-2500 or by fax 415-364-2694. The normal business hours are 6:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at stifel.com/institutional/asset-management/thomas-weisel-global-growth.