HORSLEY BRIDGE PARTNERS LLC

CRD

110877

SEC file #

801-54099

EIN

000000000

DBA names

—

Economics

AUM

$23.61B

AUM band

$1B+

AUM trajectory

'20 · $14.16B

'21 · $15.83B

'22 · $17.45B

'23 · $27.37B

'25 · $22.31B

'26 · $23.61B

'20'26

$14.16B → $23.61B▲ +67%

sec adv history

Client mix

Pooled Investment Vehicles	45
Pension Profit Sharing Plans	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 12 advisors

'21 · 12 advisors

'22 · 12 advisors

'23 · 12 advisors

'25 · 11 advisors

'26 · 10 advisors

'20'26

12 advisors → 10 advisors▼ -17%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

Performance-based feesOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

horsleybridge.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CHAI, DU, H.

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

CHAI, DU, H.

COTTRILL, LANCE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

HORSLEYBRIDGE.COM

Rdap Domain Creation Date

2004-04-29T22:56:10Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001445286

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2008-09-10

Edgar Last Filing Date

2009-05-28

Edgar Form D Count

Edgar Form D Offerings

2009-05-282009-05-28 · 0001144204-09-029761

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	144
Jpmorgan	90
E*trade	4

adv brochure

Edgar Addresses

Mailing

505 MONTGOMERY STREET21ST FLOORSAN FRANCISCO, CA 94111

Business

505 MONTGOMERY STREET21ST FLOORSAN FRANCISCO, CA 94111

Edgar EIN

000000000

Edgar Recent Filings

D/A2009-05-28 · 0001144204-09-029761

REGDEX2008-09-10 · 9999999997-08-039489

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2035-04-29T22:56:10Z

Rdap Domain Last Changed

2026-03-30T16:11:08Z

Rdap Nameservers

Brad.ns.cloudflare.comMina.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

6044747

Trust Company Affiliate