Unclaimed Profile

Ludovic Pierre Thomasson

ENSEMBLE CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record21 years registeredENSEMBLE CAPITAL MANAGEMENT, LLC

555 MISSION ST, SAN FRANCISCO, CA 94105CRD# 4923376Firm CRD# 107213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ludovic Pierre Thomasson · SAN FRANCISCO, CA

Registration

CRD #4923376 · ENSEMBLE CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CORIENT

Nov 2024 – present

ENSEMBLE CAPITAL MANAGEMENT, LLC

Jun 2014 – Nov 2024

SAN FRANCISCO, CA

WETHERBY ASSET MANAGEMENT

Apr 2008 – Jun 2014

SAN FRANCISCO, CA

AMERIPRISE FINANCIAL SERVICES, INC.

May 2005 – Jul 2006

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENSEMBLE CAPITAL MANAGEMENT, LLC

CRD 107213 · SEC 801-54850

AUM

$1.7B

Regulatory assets under management

Employees

741 client accounts

Services offered by ENSEMBLE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at ENSEMBLE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ludovic Pierre Thomasson offer?

Ludovic Pierre Thomasson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Ludovic Pierre Thomasson's credentials?

Ludovic Pierre Thomasson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ludovic Pierre Thomasson located?

Ludovic Pierre Thomasson is based in SAN FRANCISCO, California, working with ENSEMBLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Ludovic Pierre Thomasson charge for services?

Ludovic Pierre Thomasson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENSEMBLE CAPITAL MANAGEMENT, LLC?

ENSEMBLE CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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