Burlingame Asset Management, LLC (San Francisco)

Name: Burlingame Asset Management, LLC
Address: One Market Street, San Francisco, CA, 94105
Telephone: 415-490-2590

Burlingame Asset Management, LLC is a large advisory firm based in San Francisco. It manages $160.5 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2006.

Burlingame Asset Management 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.

Burlingame Asset Management: assets under management

The assets under management (AUM) of Burlingame Asset Management, LLC is $160.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $160.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.75 million each.

Burlingame Asset Management has custody of $160.5 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burlingame Asset Management, 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.

Based in San Francisco

The principal office where Burlingame Asset Management, LLC performs its advisory services is located at One Market Street, San Francisco, CA 94105, 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 415-490-2590 or by fax 415-490-2596. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bam-llc.com.

Burlingame Asset Management, LLC (San Francisco)

Burlingame Asset Management: assets under management

Fees & Commissions

Based in San Francisco

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