Ensemble Capital Management, LLC

Ensemble Capital Management, LLC (CRD# 107213) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,662,677,939 in 741 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,663
    MILLION
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $2,243,830
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, LA, TX, WA

Financial Advisors at Ensemble Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Shilpa G. Andalkar
CRD#: 6241268
555 Mission St, Suite 3325, San Francisco, CA 94105

Shilpa Andalkar (CRD# 6241268) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

2
Arif N. Karim
CRD#: 2922218
555 Mission St, Suite 3325, San Francisco, CA 94105

Arif Karim (CRD# 2922218) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Michael R. Navone
CRD#: 5186986
555 Mission St, Suite 3325, San Francisco, CA 94105

Michael Navone (CRD# 5186986) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

4
Paul L. Perrino
CRD#: 5739916
555 Mission St, Suite 3325, San Francisco, CA 94105

Paul Perrino (CRD# 5739916) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

5
Elizabeth L. Revenko
CRD#: 6227988
555 Mission St, Suite 3325, San Francisco, CA 94105

Elizabeth Revenko (CRD# 6227988) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

6
Ludovic P. Thomasson
CRD#: 4923376
555 Mission St, Suite 3325, San Francisco, CA 94105

Ludovic Thomasson (CRD# 4923376) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

7
Kyle P. Benner
CRD#: 7769512
555 Mission St, Suite 3325, San Francisco, CA 94105

Kyle Benner (CRD# 7769512) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

8
Sean P. Stannard-Stockton
CRD#: 4390296
555 Mission St, Suite 3325, San Francisco, CA 94105

Sean Stannard-Stockton (CRD# 4390296) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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