Wetherby Asset Management

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Assets, Funds, Holdings

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Wetherby Asset Management
CRD #107341
SEC #801-36445
CIK #
AUM $4.9 BB (95% Disc, 100% US)
Employees69 (58% Investors, 0% Brokers)
Phone415-399-9159
Address580 California St
San Francisco, CA 94104
Source IAPDexternal Websiteexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 20.2
MSFT 865,660.0 16.3
VEU 15.8
VT 13.8
IVE 10.6
IVW 9.9
FB 491,090.0 9.3
JNJ 369,000.0 8.6
AMZN 820,610.0 8.5
XOM 337,850.0 7.7
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE LRHF II Holding Company LLC 2017-11-06external
0.0
15.0
View All
Fund Directors # Filings # Firms 2011-2019
Chris Hauswirth 1 1
Comparable Firms State AUM ($BB)
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6.7
HQ Capital Private Equity LLC
NY
4.8
Laird Norton TYEE Asset Strategies LLC
WA
1.6
Soltis Investment Advisors LLC
UT
1.2
Popular Securities LLC
PR
1.1
Alexandria Capital LLC
DC
1.0
BOK Financial Securities Inc
OK
0.8
World Equity Group Inc
IL
0.7
Northeast Financial Group Inc
PA
0.5
Geier Asset Management Inc
MD
0.2