{ "crd_number": 111296, "slug": "glynn-capital-management-llc-menlo-park-ca-111296", "primary_business_name": "GLYNN CAPITAL MANAGEMENT, LLC", "legal_name": "GLYNN CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Menlo Park", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1992-05-21", "years_registered": 34, "period": "2026-10-01", "filing_date": "2026-03-26", "carried_forward": false, "raum_total": 1517358015.0, "raum_discretionary": 1517358015.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 1377694.0, "count": 1 }, "pooled_investment_vehicles": { "raum": 1515980321.0, "count": 11 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://glynncapital.com", "https://linkedin.com/COMPANY/GLYNN-CAPITAL-MANAGEMENT" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111296", "city_as_filed": "MENLO PARK", "url": "https://advisorcensus.com/firm/glynn-capital-management-llc-menlo-park-ca-111296", "display_name": "Glynn Capital Management, LLC", "summary": "Glynn Capital Management, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.", "citation": "AdvisorCensus. Glynn Capital Management, LLC (CRD 111296): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Glynn Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Glynn Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Glynn Capital Management, LLC located?", "a": "Glynn Capital Management, LLC's principal office is in Menlo Park, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Glynn Capital Management, LLC registered with the SEC or a state?", "a": "Glynn Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 111296." }, { "q": "How much does Glynn Capital Management, LLC manage?", "a": "Glynn Capital Management, LLC reports $1,517,358,015 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)." }, { "q": "How have Glynn Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Glynn Capital Management, LLC: Regulatory assets under management: $2,247,850,690 in the October 2021 data and $1,517,358,015 in the October 2026 data, down 32%. Total employees: 21 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Glynn Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11); high net worth individuals (1)." }, { "q": "Which custodians does Glynn Capital Management, LLC use?", "a": "Glynn Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Glynn Capital Management, LLC report any disciplinary disclosures?", "a": "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/111296" }, { "q": "What changed in Glynn Capital Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2247850690.0, "total_employees": 21, "filing_date": "2021-03-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2284660195.0, "total_employees": 26, "filing_date": "2022-03-23" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1571667573.0, "total_employees": 25, "filing_date": "2023-08-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1693588861.0, "total_employees": 26, "filing_date": "2024-08-20" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1649220608.0, "total_employees": 24, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1517358015.0, "total_employees": 24, "filing_date": "2026-03-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/glynn-capital-management-llc-menlo-park-ca-111296.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1, "fewer_than_5": false, "raum": 1377694.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 1515980321.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111296", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }