# Albourne America LLC

> Albourne America LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 126582
- Filed as: ALBOURNE AMERICA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126582
- AdvisorCensus page: https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582

## Quick answers

**How is Albourne America LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Albourne America LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Albourne America LLC located?**
Albourne America LLC's principal office is in San Francisco, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Albourne America LLC registered with the SEC or a state?**
Albourne America LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126582.

**How have Albourne America LLC's assets and staff changed since 2021?**
In the Form ADV data for Albourne America LLC: Total employees: 102 in October 2021 and 125 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Albourne America LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (46); state or municipal government entities (including government pension plans) (42); corporations or other businesses not listed above (38).

**Does Albourne America LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126582

**What changed in Albourne America LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 70 to 74.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | 6 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | Not reported |
| Charitable organizations | 20 | Not reported |
| State or municipal government entities (including government pension plans) | 42 | Not reported |
| Other investment advisers | 46 | Not reported |
| Insurance companies | 8 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 38 | Not reported |
| Other | 25 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 125 total, 74 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, MA, MN, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- albourne.com
- LinkedIn @albourne-partners
- X @albournevillage

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 102 | June 29, 2021 |
| October 2022 | Not reported | 119 | June 29, 2022 |
| October 2023 | Not reported | 121 | June 29, 2023 |
| October 2024 | Not reported | 120 | August 29, 2024 |
| October 2025 | Not reported | 114 | June 27, 2025 |
| October 2026 | Not reported | 125 | June 30, 2026 |

Total employees: 102 in October 2021 and 125 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 70 to 74.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Albourne America LLC (CRD 126582): Form ADV filing data as of October 2026.