Glynn Capital Management, LLC (Menlo Park)

Name: Glynn Capital Management, LLC
Address: 3000 Sand Hill Rd, Bldg 3 230, Menlo Park, CA, 94025
Telephone: 650-854-2215

Glynn Capital Management, LLC is a large advisory firm based in Menlo Park. It manages $1.15 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Glynn Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glynn Capital Management: assets under management

The assets under management (AUM) of Glynn Capital Management, LLC is $1.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 219% since the beginning of its operation, and $69.44 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.39 million each.

Glynn Capital Management has custody of $239.7 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glynn Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John W Jr Glynn serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of John W Jr Glynn is pooled investment vehicles with 14 clients and $1.02 billion of assets under management. Among the 8 most similar advisory firms, Glynn Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.15 billion for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 6% of the firm’s clients are foreign persons or businesses.

Glynn Capital Management also advises several private funds. Namely, three hedge funds, five other private funds, and six venture capital funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Glynn Capital Management, LLC

The company employs 23 people that are either part- or full-time employees. 43 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.

John W Jr Glynn has been acting as President since 1 Nov 2000. David S Glynn joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John W Jr Glynn	President/member	1 Sep 1983	75% - 100%	1971415
Vivian S.K. Loh Nahmias	Chief financial officer	1 Feb 1987	Other	4364792
Steven John Rosston	Vice president	1 Jul 1990	Other	4364791
Jacqueline Martin Glynn	Vice president	1 Sep 1993	Other	1543984
John W Jr Glynn	President/ managing member	1 Nov 2000	75% - 100%	1971415
Vivian S.K. Loh Nahmias	Chief financial officer	1 Nov 2000	Other	4364792
N.A. Bessemer Trust Company	Member	1 Nov 2000	Other	13-2792165
Steven John Rosston	Vice president	1 Nov 2000	Other	4364791
Jacqueline Martin Glynn	Vice president	1 Nov 2000	Other	1543984
Jacqueline Martin Glynn Brandin	Vice president	1 Nov 2000	Other	1543984
Barbara Anne Glynn	Member	1 Jun 2004	Other	4767014
David S Glynn	Vice president	1 Dec 2011	Other	4240258
Sarah Elizabeth Rogers	Chief compliance officer & chief operating officer	1 Jan 2013	Other	2526738
David S Glynn	President	1 Jan 2016	Other	4240258

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Bessemer Group	Holding company	1 Dec 1974	75% - 100%	13-3093730

Based in Menlo Park

The principal office where Glynn Capital Management, LLC performs its advisory services is located at 3000 Sand Hill Rd, Bldg 3 230, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-854-2215 or by fax 650-854-8083. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at glynncapital.com.