Investment adviser · CRD 300041

BURLINGAME WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

BURLINGAME, CA, United States · Form ADV filed Aug 26, 2026

Regulatory AUM: $129M
Client accounts: 115
Employees: 1
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	37	$129,396,168	100.0%
Pooled investment vehicles	1	Not reported	Not reported

Filing source

Form ADV 2128542 · Aug 26, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LPG CAPITAL PARTNERS, LPHedge Fund · Last reported Aug 26, 2026$104MGross asset value

Fund administrator AFFINITY FUND SERVICES LLC SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor CHERRY BEKAERT DENVER, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHERRY BEKAERT
PCAOB 677

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-9908864327
Reported beneficial owners: 77
Minimum commitment: $50K
Form D file number: 021-1892184

Form ADV 2128542 · Aug 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

345 LORTON AVE., SUITE 201
BURLINGAME, CA, 94010, United States

CRD 300041

Filing source

Form ADV 2128542 · Aug 26, 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.