SPYGLASS CAPITAL MANAGEMENT, LLC

CRD 281266 · SEC 801-112070

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100 DRAKES LANDING ROAD, SUITE 190, GREENBRAE, CA, 94904, United States

Phone

415-318-2366

Fax

415-276-2098

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.02B

Discretionary AUM

$2.02B

Team

11 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; MODEL PORTFOLIO DELIVERY FEES

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	54	$329.1M
Investment companies	1	$1.16B
Pooled investment vehicles	1	$394.1M
Charitable organizations	8	$28.6M
Corporations/business entities	7	$31.4M

States served

CA, NY, TX, FL, SD

All web addresses on file

https://spygx.com
HTTP://SPYGLASSFUNDS.COM
https://www.linkedin.com/company/spyglass-capital-management

Official SEC filing: View on IAPD