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HORSLEY BRIDGE PARTNERS LLC
CRD 110877File 801-54099
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.61B
Top 10% of cohort (national)
Discretionary AUM
$23.59B
Non-discretionary $16.3M
Clients
46
46 accounts
Employees
45
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 31, 1997
- Principal office
- 140 NEW MONTGOMERY STREET, 16TH FLOOR, SAN FRANCISCO, CA, 94105
- Phone
- 415-986-7733
- Website
- HTTP://WWW.HORSLEYBRIDGE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.61B
- Discretionary AUM
- $23.59B
- Non-discretionary AUM
- $16.3M
- Discretionary accounts
- 45
- Non-discretionary accounts
- 1
- Total accounts
- 46
- AUM per client
- $513.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 45 | $23.59B |
| Pension and profit sharing plans | 1 | $16.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEE BASED ON CAPITAL COMMITMENTS OR INVESTED CAPITAL
- Performance-based fees
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 45 | decreased by2 |
| Apr 1, 2026 | Clients | 42 | 46 | increased by4 |
| Apr 1, 2026 | AUM | $22,307,910,148 | $23,608,854,383 | increased by$1,300,944,235 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 45 | 42 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,369,072,917 | $22,307,910,148 | decreased by$5,061,162,769 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 45 | 46 | increased by1 |
| Apr 1, 2022 | Employees | 40 | 47 | increased by7 |
| Apr 1, 2022 | Clients | 37 | 45 | increased by8 |
| Apr 1, 2022 | AUM | $17,454,860,232 | $27,369,072,917 | increased by$9,914,212,685 |
| Apr 1, 2022 | Accounts | 37 | 45 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HORSLEY BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HORSLEY BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.