Structural Management LLC (Woodside)

Structural Management LLC is an adviser based in Woodside. It manages $10.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019.

Structural Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Structural Management: assets under management

The assets under management (AUM) of Structural Management LLC is $10.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.1 million each.

Investments

The firm invests in non-exchange traded securities the most. They account for 34% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 29% of the firm’s portfolio. Investments in exchange traded securities form 24% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Structural Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Structural Management LLC

The company employs 1 person that is either a part- or full-time employee. 100 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joel David Hornstein	Managing member, ceo, cco	1 Sep 2010	75% - 100%	2519802

Based in Woodside

The principal office where Structural Management LLC performs its advisory services is located at 329 A Albion Ave, Woodside, CA 94062 3677 The mailing address of the firm is 329 A Albion Avenue, Woodside, CA 94062 3677. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-206-9265. The normal business hours are 8:30am - 5:00 pm on Monday - Friday.