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SPYGLASS CAPITAL MANAGEMENT, LLC

GREENBRAE, CA · CRD 281266 · IAPD ↗ · spygx.com · 415-318-2366

$2.02BRegulatory AUM
5Advisory reps
11Employees
5Clients
n/aPlanning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — SPYGLASS CAPITAL MANAGEMENT, LLC changed its website from spyglassfunds.com to spygx.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
July 2026 — SPYGLASS CAPITAL MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to GREENBRAE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — SPYGLASS CAPITAL MANAGEMENT, LLC notice-filed in FL, NY, SD, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — SPYGLASS CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2025 — SPYGLASS CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.40B -> $1.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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