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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

ENSEMBLE CAPITAL MANAGEMENT, LLC

CRD 107213

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1537db1b-73ce-8b2a-87f6-cc233708b760

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 15
On other graphs: 0
Observed: Jan 20, 2012 to Mar 25, 2024
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.7BItem 5.F on the latest filing (2024-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 741
Individual clients: 28
High net worth clients: 192
Custody, client assets: $408M
SEC number: 801-54850
CRD: 107213
Filings on the tape: 27
First filed: Jan 20, 2012
Latest filed: Mar 25, 2024
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LUDOVIC & LINDSAY THOMASSON TRUSTEES FBO LT2 FAMILY TRUST DTD 7.10.2018	Owner	B	yes	07/2018	Oct 4, 2019	Mar 25, 2024
MATT & SARAH PEARSON TRUSTEES FBO PEARSON LIVING TRUST DTD 4.30.2018	Owner	B	yes	04/2018	Oct 4, 2019	Mar 25, 2024
PEARSON, MATTHEW, EDWARD	MEMBER, SENIOR PRINCIPAL, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	B	yes	01/2011	Jan 20, 2012	Mar 25, 2024
SEAN & CATHY STANNARD-STOCKTON TRUSTEES FBO STANNARD-STOCKTON FAMILY TRUST DTD 12.12.2014	Owner	D	yes	12/2014	Oct 4, 2019	Mar 25, 2024
STANNARD-STOCKTON, SEAN, PATRICK	MANAGING MEMBER, PRESIDENT, SENIOR PRINCIPAL, & CHIEF INVESTMENT OFFICER	D	yes	01/2004	Jan 20, 2012	Mar 25, 2024
THOMASSON, LUDOVIC, PIERRE	MEMBER, SENIOR PRINICPAL, & DIRECTOR OF WEALTH MANAGEMENT	B	yes	06/2014	Jan 30, 2015	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 25, 2024	$1.7B	$1.7B	17	10	0	n/a	n/a
2022	Mar 29, 2023	$1.4B	$1.4B	16	8	0	n/a	n/a
2021	Mar 30, 2022	$1.8B	$1.8B	17	9	0	n/a	n/a
2020	Mar 29, 2021	$1.4B	$1.4B	14	9	0	n/a	n/a
2019	Mar 27, 2020	$1.0B	$1.0B	14	9	0	n/a	n/a
2018	Mar 27, 2019	$781M	$779M	11	8	0	n/a	n/a
2017	Feb 13, 2018	$718M	$716M	9	5	0	n/a	n/a
2016	Mar 17, 2017	$505M	$502M	7	5	n/a	n/a	n/a
2015	Feb 25, 2016	$428M	$419M	6	4	n/a	n/a	n/a
2014	Jan 30, 2015	$381M	$373M	6	3	n/a	n/a	n/a
2013	Mar 5, 2014	$319M	$305M	4	4	n/a	n/a	n/a
2012	Mar 7, 2013	$275M	$253M	6	4	n/a	n/a	n/a
2011	Jan 20, 2012	$258M	$235M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$1.7B	$1.4B	17.8%	$1.4B	5.9%	17	16	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Corient	8	Nov 13, 2024	Nov 8, 2024	SAN FRANCISCO, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (6)

← STANNARD-STOCKTON, SEAN, PATRICKOwnerMANAGING MEMBER, PRESIDENT, SENIOR PRINCIPAL, & CHIEF INVESTMENT OFFICER, ownership code D, individual
Jan 20, 2012 to presentfactForm ADV
← PEARSON, MATTHEW, EDWARDOwnerMEMBER, SENIOR PRINCIPAL, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code B, individual
Jan 20, 2012 to presentfactForm ADV
← THOMASSON, LUDOVIC, PIERREOwnerMEMBER, SENIOR PRINICPAL, & DIRECTOR OF WEALTH MANAGEMENT, ownership code B, individual
Jan 30, 2015 to presentfactForm ADV
← LUDOVIC & LINDSAY THOMASSON TRUSTEES FBO LT2 FAMILY TRUST DTD 7.10.2018OwnerOWNER, ownership code B, domestic entity
Oct 4, 2019 to presentfactForm ADV
← MATT & SARAH PEARSON TRUSTEES FBO PEARSON LIVING TRUST DTD 4.30.2018OwnerOWNER, ownership code B, domestic entity
Oct 4, 2019 to presentfactForm ADV
← SEAN & CATHY STANNARD-STOCKTON TRUSTEES FBO STANNARD-STOCKTON FAMILY TRUST DTD 12.12.2014OwnerOWNER, ownership code D, domestic entity
Oct 4, 2019 to presentfactForm ADV

Registered with (10)

← SEAN PATRICK STANNARD-STOCKTONAdvisorregistration: previous registration
Jan 29, 2024 to Nov 13, 2024factForm ADV
← LUDOVIC PIERRE THOMASSONAdvisorregistration: previous registration
Jun 5, 2014 to Nov 13, 2024factForm ADV
← MICHAEL RONALD NAVONEAdvisorregistration: previous registration
Jun 20, 2018 to Nov 13, 2024factForm ADV
← PAUL LAMBERT PERRINOAdvisorregistration: previous registration
Mar 28, 2016 to Nov 13, 2024factForm ADV
← ELIZABETH LAWRENCE REVENKOAdvisorregistration: previous registration
Oct 20, 2020 to Nov 13, 2024factForm ADV
← SHILPA GIRISH ANDALKARAdvisorregistration: previous registration
Jun 18, 2018 to Nov 13, 2024factForm ADV
← John Yo han KimAdvisorregistration: previous registration
Jun 7, 2023 to Nov 13, 2024factForm ADV
← Kyle Patrick BennerAdvisorregistration: previous registration
Jun 16, 2023 to Nov 13, 2024factForm ADV
← TODD MICHAEL WENNINGAdvisorregistration: previous registration
Jan 11, 2018 to Aug 17, 2023factForm ADV
← JUWON B. HILLAdvisorregistration: previous registration
Feb 3, 2021 to Feb 9, 2023factForm ADV

Moved with (1)

→ CORIENTRegistered adviser8 advisors, firm absorbed, same day
Nov 13, 2024 to Nov 8, 2024factForm ADV

Dated events

Occurred
Nov 13, 2024
Firm absorbed
Ensemble Capital Management, LLC's advisors moved to Corient (San Francisco, CA): 8 of 8 registered, on the same day
Form ADVobserved 4 days ago
8 advisors
Occurred
Nov 13, 2024
Advisor changed firm
John Yo Han Kim left Ensemble Capital Management, Llc for Corient (registered 2024-11-06)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Sean Patrick Stannard-Stockton left Ensemble Capital Management, Llc for Corient (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Elizabeth Lawrence Revenko left Ensemble Capital Management, Llc for Corient (registered 2024-11-06)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Shilpa Girish Andalkar left Ensemble Capital Management, Llc for Corient (registered 2024-11-08)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Ludovic Pierre Thomasson left Ensemble Capital Management, Llc for Corient (registered 2024-11-05)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Kyle Patrick Benner left Ensemble Capital Management, Llc for Corient (registered 2024-11-06)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Paul Lambert Perrino left Ensemble Capital Management, Llc for Corient (registered 2024-11-06)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Michael Ronald Navone left Ensemble Capital Management, Llc for Corient (registered 2024-11-06)
Form ADVobserved 5 days ago
Occurred
Aug 17, 2023
Advisor changed firm
Todd Michael Wenning left Ensemble Capital Management, Llc for Kna Capital (registered 2024-07-24)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2023
Advisor changed firm
Juwon B. Hill left Ensemble Capital Management, Llc for Balentine (registered 2025-03-03)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Ensemble Capital Management, Llc reported RAUM $1.8B, up 30% from $1.4B (2021-09-13 to 2022-03-30)
Form ADVobserved 5 days ago
$423M
Occurred
Mar 29, 2021
Regulatory AUM changed
Ensemble Capital Management, Llc reported RAUM $1.4B, up 38% from $1.0B (2020-06-23 to 2021-03-29)
Form ADVobserved 5 days ago
$388M
Occurred
Mar 27, 2020
Regulatory AUM changed
Ensemble Capital Management, Llc reported RAUM $1.0B, up 29% from $780.8M (2019-10-04 to 2020-03-27)
Form ADVobserved 5 days ago
$230M
Occurred
Feb 13, 2018
Regulatory AUM changed
Ensemble Capital Management, Llc reported RAUM $718.5M, up 42% from $505.0M (2017-03-17 to 2018-02-13)
Form ADVobserved 5 days ago
$213M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1537db1b-73ce-8b2a-87f6-cc233708b760
First observed: Jan 20, 2012
Last observed: Mar 25, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENSEMBLE CAPITAL MANAGEMENT, LLC

CRD 107213

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1537db1b-73ce-8b2a-87f6-cc233708b760

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LUDOVIC & LINDSAY THOMASSON TRUSTEES FBO LT2 FAMILY TRUST DTD 7.10.2018

Owner

yes

07/2018

Oct 4, 2019

Mar 25, 2024

MATT & SARAH PEARSON TRUSTEES FBO PEARSON LIVING TRUST DTD 4.30.2018

Owner

yes

04/2018

Oct 4, 2019

Mar 25, 2024

PEARSON, MATTHEW, EDWARD

MEMBER, SENIOR PRINCIPAL, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

01/2011

Jan 20, 2012

Mar 25, 2024

SEAN & CATHY STANNARD-STOCKTON TRUSTEES FBO STANNARD-STOCKTON FAMILY TRUST DTD 12.12.2014

Owner

yes

12/2014

Oct 4, 2019

Mar 25, 2024

STANNARD-STOCKTON, SEAN, PATRICK

MANAGING MEMBER, PRESIDENT, SENIOR PRINCIPAL, & CHIEF INVESTMENT OFFICER

yes

01/2004

Jan 20, 2012

Mar 25, 2024

THOMASSON, LUDOVIC, PIERRE

MEMBER, SENIOR PRINICPAL, & DIRECTOR OF WEALTH MANAGEMENT

yes

06/2014

Jan 30, 2015

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 25, 2024

$1.7B

n/a

2022

Mar 29, 2023

$1.4B

n/a

2021

Mar 30, 2022

$1.8B

n/a

2020

Mar 29, 2021

$1.4B

n/a

2019

Mar 27, 2020

$1.0B

n/a

2018

Mar 27, 2019

$781M

$779M

n/a

2017

Feb 13, 2018

$718M

$716M

n/a

2016

Mar 17, 2017

$505M

$502M

n/a

2015

Feb 25, 2016

$428M

$419M

n/a

2014

Jan 30, 2015

$381M

$373M

n/a

2013

Mar 5, 2014

$319M

$305M

n/a

2012

Mar 7, 2013

$275M

$253M

n/a

2011

Jan 20, 2012

$258M

$235M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.7B

$1.4B

17.8%

$1.4B

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Corient

Nov 13, 2024

Nov 8, 2024

SAN FRANCISCO, CA

Firm absorbed

RIA to RIA

100.0%