Multi-Family OfficeRIA · CRD 317056SEC-RegisteredPrivate Fund Adviser

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Ensemble Capital Management

Ensemble Capital Management was established in 2004 by Sean Stannard-Stockton. The firm functions as a multi-family office providing discretionary investment...

Ensemble Capital Management logo

Ensemble Capital Management

Ensemble Capital Management was established in 2004 by Sean Stannard-Stockton. The firm functions as a multi-family office providing discretionary investment management and family office services centered on public equities. The investment approach centers on public equities with exposure across Digital Health, FinTech, Enterprise Software, and related sectors. The firm also allocates to hedge funds and maintains a philanthropic advisory practice. Geographic activity remains concentrated in North America. No specific portfolio holdings or co-investors appear in public records. Assets total $1.8 billion. The firm maintains its San Francisco headquarters and continues to operate under the leadership of Sean Stannard-Stockton and Ludo Thomasson following the November 2024 acquisition by Corient Private Wealth LLC. Corient is a subsidiary of CI Financial Corp., which itself entered into an agreement with Mubadala Capital in the same month. The acquisition places Ensemble under the ownership structure of CI Financial and ultimately Mubadala Capital, altering its prior independent multi-family office status while preserving its existing investment and advisory mandates.

General information

Firm type

Multi Family Office

Year founded

2004

Location

Region

North America

Country

United States

City

Austin

Corporate office

San Francisco, United States

Principals

Sean Stannard-Stockton

Co-founder, President, Chief Investment Officer

Ludo Thomasson

Chief Advisory Officer, Senior Principal

Sector focus

Digital HealthFinTechHRTechIndustrial TechLuxuryMedia & EntertainmentSupply Chain & Logistics

Frequently asked questions

Who runs investment decisions at Ensemble Capital Management?

Sean Stannard-Stockton serves as President and Chief Investment Officer. Ludo Thomasson holds the role of Chief Advisory Officer and Senior Principal. Both continued in leadership positions after the 2024 acquisition.

What asset classes does Ensemble Capital Management deploy into?

The firm focuses on public equities and hedge funds. It also provides philanthropic advisory services.

How is Ensemble Capital Management structured following the 2024 transaction?

The firm was acquired by Corient Private Wealth LLC in November 2024. Corient is a subsidiary of CI Financial Corp., which agreed to be taken private by Mubadala Capital in the same period.

Does Ensemble Capital Management commit to external funds or focus on direct holdings?

Public records show allocations to hedge funds alongside public equity positions. No direct co-investment activity or fund commitments are disclosed.

Where does Ensemble Capital Management source its clients?

The firm serves high-net-worth families through tailored wealth advisory and investment management relationships. No specific client acquisition channels are detailed in available sources.

Profile maintained by 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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