# Embarcadero Financial Group

Embarcadero Financial Group is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** embarcaderofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/embarcadero-financial-group

## Regulatory record

- **CRD number:** 140929
- **SEC file number:** 801-118400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140929

## About

EMBARCADERO FINANCIAL GROUP is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 2020. The firm manages $170 million in assets, $168 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## People

- Laurie M. Hays — Co-Founder & Senior Partner

## Questions

### Who runs investment decisions at Embarcadero Financial Group?

Co-founder Laurie M. Hays is the senior partner and primary decision-maker. The firm operates as a compact advisory practice with no external board or parent company. Given its deliberately non-institutional structure, investment policy decisions — particularly around concentrated-stock hedging and private market access — rest with the founding team rather than a formal investment committee.

### Does Embarcadero Financial Group participate in fund commitments or only direct deals?

The firm structures portfolios for multi-generational families with exposure to both fund commitments and direct co-investments. Historically, Embarcadero has facilitated access to private equity and venture capital funds, particularly for founders whose liquidity came from early-stage exits. It is not a fund-of-funds operator and does not maintain proprietary fund vehicles.

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- [McMillen & Company](https://altss.com/profile/mcmillen-and-company-inc)
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Last updated: 2026-07-06T01:24:15.921Z

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