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ENSEMBLE CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 107213 · IAPD ↗ · ensemblecapital.com · 650-696-1240

$1.66BRegulatory AUM
10Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2024 — ENSEMBLE CAPITAL MANAGEMENT, LLC (SAN FRANCISCO, CA) left the SEC roster (was $1.66B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
72
April 2024 — ENSEMBLE CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.