Insights

Strong Asset Base Ensemble Capital manages approximately $1.4 billion in assets as of December 2022, indicating a substantial client portfolio that can be expanded through targeted service offerings or new investment solutions.

Recent Acquisition The company was acquired by Corient Private Wealth LLC for $1.7 billion, signaling a significant consolidation opportunity within the financial services sector that may open avenues for strategic partnerships or joint ventures.

Focused Investment Approach Ensemble Capital employs a core-sense value investing strategy centered on identifying fundamentally strong companies undervalued by the market, presenting opportunities to offer tailored investment products aligned with their disciplined methodology.

Client-Centric Model With a fiduciary responsibility and customized portfolio management services, there is potential to provide complementary solutions that enhance client experience and expand service offerings in personalized wealth management.

Tech-Enabled Service Utilizing modern digital tools like HubSpot Analytics and Adobe Experience Manager, Ensemble Capital demonstrates an openness to innovative solutions, creating opportunities to introduce advanced fintech or digital engagement platforms to improve operational efficiency.

Ensemble Capital Management Tech Stack

Ensemble Capital Management uses 8 technology products and services including HubSpot Analytics, Cloudflare CDN, Adobe Experience Manager, and more. Explore Ensemble Capital Management's tech stack below.

  • HubSpot Analytics
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Adobe Experience Manager
    Content Management System
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • Linkedin Sign-in
    Identity Verification
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security

Ensemble Capital Management's Email Address Formats

Ensemble Capital Management uses at least 1 format(s):
Ensemble Capital Management Email FormatsExamplePercentage
First@ensemblecapital.comJohn@ensemblecapital.com
53%
Last@ensemblecapital.comDoe@ensemblecapital.com
25%
FLast@ensemblecapital.comJDoe@ensemblecapital.com
19%
First.Last@ensemblecapital.comJohn.Doe@ensemblecapital.com
3%

Frequently Asked Questions

Where is Ensemble Capital Management's headquarters located?

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Ensemble Capital Management's main headquarters is located at 555 Mission Street Suite 3325 San Francisco, California 94105 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Ensemble Capital Management's phone number?

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You can contact Ensemble Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ensemble Capital Management's official website and social media links?

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Ensemble Capital Management's official website is ensemblecapital.com and has social profiles on LinkedIn.

How much revenue does Ensemble Capital Management generate?

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As of February 2026, Ensemble Capital Management's annual revenue is estimated to be $1.6M.

What is Ensemble Capital Management's SIC code NAICS code?

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Ensemble Capital Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Ensemble Capital Management have currently?

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As of February 2026, Ensemble Capital Management has approximately 18 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Operations Officer: G. M. M.President: S. S.: T. R.. Explore Ensemble Capital Management's employee directory with LeadIQ.

What industry does Ensemble Capital Management belong to?

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Ensemble Capital Management operates in the Financial Services industry.

What technology does Ensemble Capital Management use?

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Ensemble Capital Management's tech stack includes HubSpot AnalyticsCloudflare CDNAdobe Experience ManagerOpen GraphFont AwesomeLinkedin Sign-injQuery MigrateCloudflare Bot Management.

What is Ensemble Capital Management's email format?

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Ensemble Capital Management's email format typically follows the pattern of First@ensemblecapital.com. Find more Ensemble Capital Management email formats with LeadIQ.

When was Ensemble Capital Management founded?

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Ensemble Capital Management was founded in 1997.

Ensemble Capital Management

Financial ServicesCalifornia, United States11-50 Employees

Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets. The firm offers customized portfolio management and philanthropic solutions with unparalleled client service. Ensemble Capital is a Certified B Corporation.
Ensemble Capital is a fiduciary investment manager. We are paid to deliver objective advice.  Our client service model is based on the idea that complexity should always be minimized. Our clients feel that they have a clear understanding of their current financial situation and future objectives which leads them to make superior financial decisions.

We use a common-sense approach to discovering intrinsically valuable companies.

We believe the best approach to investing in the stock market is based on identifying strong businesses, evaluating what these companies are worth and then buying the stock of these companies when they are priced at a discount to their intrinsic value. The attraction of this approach is based on the timeless nature of its applicability.

Section iconCompany Overview

Headquarters
555 Mission Street Suite 3325 San Francisco, California 94105 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Ensemble Capital Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Ensemble Capital Management's revenue is estimated to be in the range of $1M$10M

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