Investment adviser · CRD 126582
ALBOURNE AMERICA LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jun 30, 2026
- Employees
- 125 Reported in this filing
- Advisory professionals
- 74 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
| Banks & thrifts | 6 | Not reported | Not reported |
| Retirement plans | 22 | Not reported | Not reported |
| Charities | 20 | Not reported | Not reported |
| Government entities | 42 | Not reported | Not reported |
| Other investment advisers | 46 | Not reported | Not reported |
| Insurance companies | 8 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | 38 | Not reported | Not reported |
| Other clients | 25 | Not reported | Not reported |
Filing source
Form ADV 2116737 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers · Educational seminars
Compensation
Fixed
Principal office
425 CALIFORNIA STREET, SUITE 2400SAN FRANCISCO, CA, 94104, United States
CRD 126582
Filing source
Form ADV 2116737 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.