Ensemble Capital Management Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Ensemble Capital Management, LLC is a fiduciary wealth and investment management firm based in San Francisco, California. The firm offers customized portfolio management and philanthropic solutions, aiming to minimize complexity and provide clear insight into clients’ financial situations and future objectives. It operates in the financial services industry, serving institutional and private clients with a focus on identifying intrinsically valuable companies and buying their stock when priced below intrinsic value. As of the end of 2022, Ensemble reported managing about $1.4 billion in assets. The company is a Certified B Corporation and emphasizes objective, client-centric service as part of its approach. A notable development in its recent history is the acquisition of Ensemble by Corient Private Wealth LLC in late October 2024, indicating a significant change in ownership while the firm continues to operate as a registered investment advisor. Ensemble is based in San Francisco, with operations focused on delivering thoughtful, value-oriented investment strategies and client service.