Clients
Horsley Bridge Partners serves 46 clients, 45 of them pooled investment vehicles. The average client has about $513 million with the firm.
- Pooled investment vehicles45 clients100%
- Pension and profit-sharing plans1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 45 | $23,592,557,117 | 99.9% | $524.3M |
| Pension and profit-sharing plans | 1 | $16,297,266 | 0.1% | $16.3M |
| Total | 46 | $23,608,854,383 | 100% | $513.2M |
- Clients
- 45
- Regulatory AUM
- $23,592,557,117
- Share
- 99.9%
- Avg. per client
- $524.3M
- Clients
- 1
- Regulatory AUM
- $16,297,266
- Share
- 0.1%
- Avg. per client
- $16.3M
Total
- Clients
- 46
- Regulatory AUM
- $23,608,854,383
- Share
- 100%
- Avg. per client
- $513.2M
What it does
Horsley Bridge Partners provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through performance-based fees and other arrangements.
Horsley Bridge Partners advises 45 private funds.
99.9% of assets ($23.59B across 45 accounts) are managed with discretion; $16.3M across 1 account is not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Private equity partnerships100%
Custodians
Horsley Bridge Partners has custody of $23.59B for 45 clients.
- All other custodians$23.61B100%
Ownership and leadership
- Owns 10% to 25% of Horsley Bridge Partners LLC
Lance Cottrill
Control person · since September 2003
- Owns 10% to 25% of Horsley Bridge Partners LLC
Joshua Freeman
Control person · since September 2003
- Owns 10% to 25% of Horsley Bridge Partners LLC
Kathleen Murphy
Control person · since January 2008
- Owns 10% to 25% of Horsley Bridge Partners LLC
Joshua D. and Chelsea J. Freeman Family Revocable Trust U/D/T Dated July 22, 2005
since January 2007
- Owns 10% to 25% of Horsley Bridge Partners LLC
Yi Sun
Control person · since January 2011
- Owns 10% to 25% of Horsley Bridge Partners LLC
Du Chai
Control person · since September 2011
- Owns 10% to 25% of Horsley Bridge Partners LLC
Cottrill Family Revocable Trust U/D/T March 9, 2007
since January 2010
- Owns 10% to 25% of Horsley Bridge Partners LLC
Bush Family Trust
since January 2010
Leadership
- Clara VuChief Financial Officer
- Kathleen MurphyManaging Director/COO, Chief Compliance Officer, Trustee
- Du ChaiManaging Director and Member
- Lance CottrillManaging Director and Trustee
- Joshua FreemanManaging Director and Trustee
- Kathryn MayneManaging Director
- Yi SunManaging Director and Member
Staff
- 45 employees
- 10 in advisory functions
Fees
Horsley Bridge Partners is paid through performance-based fees and other.
Horsley Bridge Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Horsley Bridge Partners has 1 office, with 1 listed address in 1 state.
California · 1 listed address
- 140 New Montgomery Street, 16th Floor, San FranciscoHQ
Registration details
- Legal name
- Horsley Bridge Partners LLC
- Headquarters
- 140 New Montgomery Street, 16th Floor, San Francisco, CA 94105
- Phone
- 415-986-7733
- Website
- www.horsleybridge.com
- SEC file
- 801-54099
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Horsley Bridge Partners have?
Horsley Bridge Partners has 46 clients and manages $23.6 billion for them, as of June 2026. They include 45 pooled investment vehicles and 1 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Horsley Bridge Partners offer?
Horsley Bridge Partners provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Horsley Bridge Partners have?
Horsley Bridge Partners has 0 investment adviser representatives registered with state securities authorities, out of 45 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Horsley Bridge Partners invest in?
At the end of its last fiscal year, Horsley Bridge Partners’ separately managed accounts held 100% private equity partnerships. It advises 45 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Horsley Bridge Partners?
Horsley Bridge Partners’ direct owners are Lance Cottrill, Joshua Freeman, Kathleen Murphy, Joshua D. and Chelsea J. Freeman Family Revocable Trust U/D/T Dated July 22, 2005, Yi Sun, Du Chai, Cottrill Family Revocable Trust U/D/T March 9, 2007, and Bush Family Trust, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Horsley Bridge Partners get paid?
Horsley Bridge Partners is paid through performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
