GLYNN CAPITAL MANAGEMENT, LLC
Adviser information for GLYNN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 16 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 4 | $146.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 14 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-41243 |
|---|---|
| SEC ERA File Number | 801-41243 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111296 |
| Legal Entity Identifier | None |
Principal Office
1540 EL CAMINO REALSUITE 110
MENLO PARK
CA
United States
Monday - Friday, 7:00 A.M. - 4:00 P.M.
Tel: 650-854-2215, Fax: 650-854-8083
Chief Compliance Officer
SARAH ROGERS
COO
601 CALIFORNIA ST.
SUITE 1200
SAN FRANCISCO
CA
United States
Tel:
650-854-2215
Fax:
650-854-8083
S****@***************M
(Full email address available in API data)
Regulatory Contact
VIVIAN LOH NAHMIAS
CFO
1540 EL CAMINO REAL
SUITE 110
MENLO PARK
CA
United States
Tel:
650-854-2215
Fax:
650-854-8083
V*****@***************M
(Full email address available in API data)
Industry Affiliates
| GLYNN MANAGEMENT EVERGREEN LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GLYNN MANAGEMENT III LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GLYNN MANAGEMENT IV LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GLYNN MANAGEMENT V LLC | Sponsor, GP, manager of pooled investment vehicles |
| GLYNN MANAGEMENT VI LLC | Sponsor, GP, manager of pooled investment vehicles |
| GLYNN PUBLIC EQUITY MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GLYNN BUCKLEY INVESTMENTS, L.P. | FAMILY INVESTMENT PARTNERSHIP | $0.0M | $0.1M | 0 |
| GLYNN EMERGING OPPORTUNITY FUND II-A, L.P. | HYBRID LONG-ONLY PUBLIC EQUITY AND VENTURE CAPITAL | $129.5M | $0.1M | 95 |
| GLYNN EMERGING OPPORTUNITY FUND II, L.P. | HYBRID LONG-ONLY PUBLIC EQUITY AND VENTURE CAPITAL | $198.6M | $0.1M | 192 |
| GLYNN EMERGING OPPORTUNITY FUND, A CALIFORNIA LIMITED PARTNERSHIP | Hedge Fund | $57.0M | $0.1M | 39 |
| GLYNN INVESTMENTS, LP | FAMILY INVESTMENT PARTNERSHIP | $76.6M | $1.0M | 2 |
| GLYNN PARTNERS III, L.P. | Venture Capital Fund | $78.8M | $1.0M | 79 |
| GLYNN PARTNERS IV, LP | Venture Capital Fund | $309.7M | $1.0M | 75 |
| GLYNN PARTNERS V, LP | Venture Capital Fund | $345.1M | $1.0M | 80 |
| GLYNN PARTNERS VI, LP | Venture Capital Fund | $194.4M | $1.0M | 156 |
| GLYNN PUBLIC EQUITY FUND, LLC | Hedge Fund | $73.7M | $1.0M | 51 |
| GLYNN-MCMINN INVESTMENTS, LP | FAMILY INVESTMENT PARTNERSHIP | $4.5M | $0.1M | 2 |
| THE MCMORGAN FUND II, L.P. | Hedge Fund | $79.0M | $0.1M | 57 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOH NAHMIAS, VIVIAN, S.K. | Individual | – | CHIEF FINANCIAL OFFICER | 11/2000 | < 5% |
| GLYNN, BARBARA, ANNE | Individual | – | SECRETARY | 06/2004 | < 5% |
| GLYNN, DAVID, S | Individual | – | PRESIDENT | 01/2016 | < 5% |
| ROGERS, SARAH, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | 01/2013 | < 5% |
| BARBARA A. GLYNN AND DAVID S. GLYNN, CO-TRUSTEES OF THE GLYNN FAMILY TRUST - MARITAL TRUST U/A/D 6/27/1994 | Domestic Entity | – | MANAGING MEMBER | 07/2023 | > 75% |
| GLYNN, DAVID, S | Individual | – | CO-TRUSTEE OF THE GLYNN FAMILY TRUST - MARITAL TRUST U/A/D 6/27/1994 | 07/2023 | > 75% |
| GLYNN, BARBARA, ANNE | Individual | – | CO-TRUSTEE OF THE GLYNN FAMILY TRUST - MARITAL TRUST U/A/D 6/27/1994 | 07/2023 | > 75% |
| BARBARA A. GLYNN, TRUSTEE OF THE GLYNN FAMILY TRUST - SURVIVOR'S TRUST U/A/D 6/27/1994 | Domestic Entity | – | MANAGING MEMBER | 07/2023 | > 75% |
| GLYNN, BARBARA, ANNE | Individual | – | TRUSTEE OF THE GLYNN FAMILY TRUST - SURVIVOR'S TRUST U/A/D 6/27/1994 | 07/2023 | > 75% |