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SPYGLASS CAPITAL MANAGEMENT, LLC
CRD 281266File 801-112070
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.02B
Top 25% of cohort (national)
Discretionary AUM
$2.02B
Clients
71
77 accounts
Employees
11
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 27, 2017
- Principal office
- 100 DRAKES LANDING ROAD, SUITE 190, GREENBRAE, CA, 94904
- Phone
- 415-318-2366
- Website
- https://spygx.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.02B
- Discretionary AUM
- $2.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 77
- Non-discretionary accounts
- 0
- Total accounts
- 77
- AUM per client
- $28.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $31.4M |
| Investment companies | 1 | $1.16B |
| Charitable organizations | 8 | $28.6M |
| Other investment advisers | Fewer than 5 | $19.2M |
| High net worth individuals | 54 | $329.1M |
| Pooled investment vehicles | 1 | $394.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MODEL PORTFOLIO DELIVERY FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.