Glynn Capital Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 12
- Avg AUM / client
- $126M
- Accounts
- 12
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $1.4M | 0.09% |
| Pooled investment vehicles (non-investment companies) | 11 | $1.5B | 99.9% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Glynn Partners V, Lp | Venture Capital Fund | Delaware | $345M | 80 |
| Glynn Partners Iv, Lp | Venture Capital Fund | Delaware | $310M | 75 |
| Glynn Emerging Opportunity Fund Ii, L.P. master | Other Private Fund | Delaware | $199M | 192 |
| Glynn Partners Vi, Lp | Venture Capital Fund | Delaware | $194M | 156 |
| Glynn Emerging Opportunity Fund Ii A, L.P. | Other Private Fund | Delaware | $130M | 95 |
| The Mcmorgan Fund Ii, L.P. | Hedge Fund | California | $79.0M | 57 |
| Glynn Partners Iii, L.P. | Venture Capital Fund | Delaware | $78.8M | 79 |
| Glynn Investments, Lp | Other Private Fund | California | $76.6M | 2 |
| Glynn Public Equity Fund, Llc master | Hedge Fund | Delaware | $73.7M | 51 |
| Glynn Emerging Opportunity Fund, A California Limited Partnership | Hedge Fund | California | $57.0M | 39 |
| Glynn Mcminn Investments, Lp | Other Private Fund | California | $4.5M | 2 |
| Glynn Buckley Investments, L.P. | Other Private Fund | California | $0 | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glynn, Barbara, Anne | Secretary | Jun 2004 (22y) | Less than 5% | |
| Rogers, Sarah, Elizabeth | Chief Compliance Officer & Chief Operating Officer | Jan 2013 (14y) | Less than 5% | |
| Glynn, David, S | President | Jan 2016 (11y) | Less than 5% | |
| Xie, Yiyi | Chief Financial Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Barbara A. Glynn And David S. Glynn, Co Trustees Of The Glynn Family Trust Marital Trust U/A/D 6/27/1994 | Managing Member | Jul 2023 | A | 75% or more |
| Barbara A. Glynn, Trustee Of The Glynn Family Trust Survivor's Trust U/A/D 6/27/1994 | Managing Member | Jul 2023 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Glynn Partners V, Lp | Venture Capital Fund | $345M | $1.0M | 80 |
| Glynn Partners Iv, Lp | Venture Capital Fund | $310M | $1.0M | 75 |
| Glynn Emerging Opportunity Fund Ii, L.P. | Other Private Fund | $199M | $100K | 192 |
| Glynn Partners Vi, Lp | Venture Capital Fund | $194M | $1.0M | 156 |
| Glynn Emerging Opportunity Fund Ii A, L.P. | Other Private Fund | $130M | $100K | 95 |
| The Mcmorgan Fund Ii, L.P. | Hedge Fund | $79.0M | $100K | 57 |
| Glynn Partners Iii, L.P. | Venture Capital Fund | $78.8M | $1.0M | 79 |
| Glynn Investments, Lp | Other Private Fund | $76.6M | $1.0M | 2 |
| Glynn Public Equity Fund, Llc | Hedge Fund | $73.7M | $1.0M | 51 |
| Glynn Emerging Opportunity Fund, A California Limited Partnership | Hedge Fund | $57.0M | $100K | 39 |
| Glynn Mcminn Investments, Lp | Other Private Fund | $4.5M | $100K | 2 |
| Glynn Buckley Investments, L.P. | Other Private Fund | $0 | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 3.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Lombard Odier Darier Hentsch $90.1M (4% of AUM) Mar 2021
- RBC $35.0M (2% of AUM) Aug 2024
- Merrill Lynch $23.4M (1% of AUM) Aug 2024
- Charles Schwab & Co. $1.4M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗