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James Andrew Robillard

Spyglass Capital Management, LLC

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About James Andrew Robillard

James Andrew Robillard is an investment advisor representative at Spyglass Capital Management, LLC. James Andrew Robillard has been in the financial industry since 1996. James Andrew Robillard is registered with the state of California and is a Series 65 and Series 63 holder. James Andrew Robillard has a background with Baron Capital, Inc. and Edgewood Management LLC.

Firm Information

James Robillard is currently registered with Spyglass Capital Management, LLC. Spyglass Capital Management, LLC is a San Francisco, CA-based investment advisor with $1.4 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They primarily serve high-net-worth individuals, investment companies, charitable organizations, and pension plans.
Spyglass Capital Management, LLC

ONE LETTERMAN DRIVE, BUILDING A

SAN FRANCISCO, CA 94129-1492

$1.40B

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Robillard’s Registration & Firm History

CA

01/01/2025 - Present

Spyglass Capital Management, LLC (SAN FRANCISCO CA)

NY

04/30/1997 - 12/23/1999

BARON CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Andrew Robillard.
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