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Burlingame Wealth Management
Burlingame Wealth Management is a discreet Bay Area single-family office with no public website or disclosed AUM.
Burlingame Wealth Management
Burlingame Wealth Management, LLC is an SEC-registered investment adviser in Burlingame, CA. It manages approximately $117 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Burlingame
Corporate office
Burlingame, CA, United States
Frequently asked questions
Is Burlingame Wealth Management a multi-family office that accepts outside capital?
No. Based on its legal structure and the absence of any public solicitation, marketing website, or Form ADV registration, the firm operates as a single-family office managing private wealth exclusively for one family. It does not appear to offer services to external clients or pool capital from multiple families.
What does Burlingame Wealth Management invest in?
Limited public filings indicate a focus on direct equity positions and real-property interests. There is no evidence of fund commitments, venture capital activity, or structured co-investment programs. The full scope of the portfolio remains private.
Does the firm have a public investment track record?
No. Burlingame Wealth Management does not maintain a public-facing website, publish performance data, or appear in industry databases like Preqin or Pitchbook. Its investment track record is not available to external parties.
Who makes investment decisions at Burlingame Wealth Management?
No named principals or investment committee members are identifiable through public records. The firm's governance structure and decision-making authorities have not been disclosed.
Is the firm related to any other investment vehicles or family offices?
No affiliations with other family offices, registered investment advisors, private equity firms, or philanthropic foundations are evident in state or federal filings. The office appears to operate independently.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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