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ALBOURNE AMERICA LLC
CRD 126582File 801-66613
APPROVED
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
182
Not reported accounts
Employees
125
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 24, 2006
- Principal office
- 425 CALIFORNIA STREET, SUITE 2400, SAN FRANCISCO, CA, 94104
- Phone
- 415-489-7200
- Website
- https://www.albourne.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | 8 | Not reported |
| Charitable organizations | 20 | Not reported |
| Other investment advisers | 46 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | 6 | Not reported |
| Pension and profit sharing plans | 22 | Not reported |
| State or municipal government entities | 42 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 207 | 182 | decreased by25 |
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Jul 1, 2026 | Employees | 114 | 125 | increased by11 |
| Jul 1, 2026 | Clients | 206 | 207 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 120 | 114 | decreased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 202 | 206 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 119 | 120 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 210 | 202 | decreased by8 |
| Jul 1, 2022 | Employees | 102 | 119 | increased by17 |
| Jul 1, 2022 | Clients | 195 | 210 | increased by15 |
| Jul 1, 2021 | Employees | 89 | 102 | increased by13 |
| Jul 1, 2021 | Clients | 184 | 195 | increased by11 |
| 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 “ALBOURNE AMERICA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALBOURNE AMERICA” 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.