Burlingame Wealth Management, LLC
CRD 300041SEC# 801-137010Burlingame, CA
No longer SEC-registered. Burlingame Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,590 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$129.4M
Fund GAV
$103.8M
Private funds
1
Employees
1
Accounts
115
Location
Burlingame, CA
Burlingame Wealth Management, LLC assets under management
Burlingame Wealth Management, LLC is an investment advisory firm registered with the SEC based in Burlingame, CA. It reports $129.4 million in regulatory assets under management and employs 1 people. Burlingame Wealth Management, LLC manages 1 private fund with combined gross assets of $103.8 million, including Lpg Capital Partners, LP. By regulatory assets, it ranks 5,590 of 6,030 private fund managers.
Burlingame Wealth Management, LLC private funds
1 funds · $103.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lpg Capital Partners, LP | Hedge | $103.8M | $50K |
Burlingame Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Magnuson Control | Cco | Over 75% | 2018 |
Frequently asked questions
How much does Burlingame Wealth Management, LLC manage?
Burlingame Wealth Management, LLC reports $129.4 million in regulatory assets under management on its Form ADV.
How many private funds does Burlingame Wealth Management, LLC manage?
Burlingame Wealth Management, LLC manages 1 private funds with combined gross assets of $103.8 million.
How many employees does Burlingame Wealth Management, LLC have?
Burlingame Wealth Management, LLC reports 1 employees.
Where is Burlingame Wealth Management, LLC located?
Burlingame Wealth Management, LLC is based in Burlingame, CA.
Does Burlingame Wealth Management, LLC disclose fund performance?
Burlingame Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 345 Lorton Ave., Suite 201, Burlingame, CA 94010 |
| Office hours | 8:00a.m. To 5:00p.m. Pst |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,306 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$129.4Mregulatory AUM
Discretionary $0Non-discretionary $129.4M
Service providers
Auditor
Prime broker
Custodian
Administrator