Friedman Fleischer & Lowe, LLC (San Francisco)

Name: Friedman Fleischer & Lowe, LLC
Address: One Maritime Plaza, San Francisco, CA, 94111 3512
Telephone: 415-402-2100

Friedman Fleischer & Lowe, LLC is a large advisory firm based in San Francisco. It manages $3.98 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Friedman Fleischer & Lowe provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Friedman Fleischer & Lowe: assets under management

The assets under management (AUM) of Friedman Fleischer & Lowe, LLC is $3.98 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Friedman Fleischer & Lowe, 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.

Careers at Friedman Fleischer & Lowe, LLC

Tully Michael Friedman has been acting as President since 1 Apr 1997. L.P. Ffl Partners joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tully Michael Friedman	Chairman/co-chief executive officer/senior managing member/trustee-tully m. friedman revocable trust	1 Apr 1997	25% - 50%	214743
Tully M. Friedman Revocable Trust	Member	1 Apr 1997	25% - 50%	xxx-xx-xxxx
Christopher Andrew Masto	Senior managing director/senior managing member	1 Apr 1997	25% - 50%	2000951
Spencer Charles Fleischer	Co-chief executive officer/president/senior managing member	1 Mar 1998	25% - 50%	1312125
Patricia Ann Nykodym	Chief financial officer/chief compliance officer	1 Jul 2008	Other	1407960
Aaron Stivers Money	Senior managing member	1 Jan 2016	Other	6466264
Christopher Harris	Senior managing member	1 Jan 2016	Other	6118805
Cas Andrew Schneller	Senior managing member	1 Jan 2016	Other	4214448
Gregory Michael Long	Senior managing member	1 Jan 2016	Other	6632391
Aaron Stivers Money	Senior managing member	1 Mar 2016	Other	6466264
Gregory Michael Long	Senior managing member	1 Mar 2016	Other	6632391
Christopher Andrew Harris	Senior managing member	1 Mar 2016	Other	6118805
Cas Andrew Schneller	Senior managing member	1 Mar 2016	Other	4214448
Patricia Ann Nykodym	Chief financial officer / chief compliance officer	1 Mar 2016	Other	1407960
L.P. Ffl Partners	Managing member	1 Jul 2016	75% - 100%	81-3174921

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tully M. Friedman Revocable Trust	Member	1 Mar 1997	25% - 50%	xxx-xx-xxxx
Tully Michael Friedman	Trustee - tully m. friedman revocable trust	1 Mar 1997	Other	214743
Llc Ffl Partners Holdings	General partner	1 Mar 2016	Other	81-3193858

Based in San Francisco

The principal office where Friedman Fleischer & Lowe, LLC performs its advisory services is located at One Maritime Plaza, San Francisco, CA 94111 3512, 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 415-402-2100 or by fax 415-402-2111. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at fflpartners.com/.