Ensemble Capital Management
Ensemble Capital Management is a fee-only fiduciary wealth management firm serving ultra-high-net-worth individuals and families, operating as part of the Corient platform with 300+ partners and $508B in client assets across integrated family office, wealth strategy, and investment management services.
- Company typePrivate
- Founded1997
- HeadquartersBurlingame, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Ensemble Capital Management does
Ensemble Capital Management, founded in 1997 and headquartered in Burlingame, California, operates as part of the broader Corient (Corient Holdings Inc.) wealth management platform. The firm provides customized portfolio management and philanthropic solutions to ultra-high-net-worth individuals and families, with a service catalog that spans wealth planning, wealth transfer, investment management, alternative investments, family governance and succession, philanthropy planning, lending, real estate, private aviation, global art management, tax services, and global fiduciary services.
The platform is structured around a partnership model with a unified global P&L, operated by 300+ Partners and supported by a fee-only fiduciary framework explicitly designed to eliminate the conflicts of interest common in traditional wealth management firms. Underlying technology is limited to a secure Client Portal and a regional multilingual web infrastructure (corient.com) with localized sites for jurisdictions including the US, UK, Switzerland, France, Jersey, Guernsey, Isle of Man, Luxembourg, Monaco, Malta, Liechtenstein, Israel, Mauritius, South Africa, and Canada; no proprietary AI, APIs, or quantitative platforms are disclosed.
The business model is relationship-driven, fee-only wealth advisory: prospective clients are routed through a "Find an Advisor / Meet a Partner" funnel, on-boarded into multi-decade multi-generational engagements, and serviced through a partner-led model that monetizes via advisory fees on $508B in aggregate client assets (as of 06/01/2026). Revenue is not separately disclosed; the AUM and partner base position the firm as a top-tier global UHNW platform rather than a mass-affluent or retail wealth manager.
Ensemble Capital Management firmographics
Firmographics- Name
- Ensemble Capital Management
- Legal name
- Corient Holdings Inc.
- Website
- https://ensemblecapital.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ensemble Capital Management is a fee-only fiduciary wealth management firm serving ultra-high-net-worth individuals and families, operating as part of the Corient platform with 300+ partners and $508B in client assets across integrated family office, wealth strategy, and investment management services.
- Ownership category
- akta.pro rank
Ensemble Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Lifestyle, Concierge & Personal Services Management (FSAAADAJ), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Ensemble Capital Management is headquartered
LocationHeadquarters
- HQ city
- Burlingame
- HQ country
- United States
- HQ region
- North America
Markets served
Ensemble Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Distribution channels1 record
Marketing channels3 records
Ensemble Capital Management product offering
Product offeringCore offering
Ensemble Capital Management (operating under the Corient brand) provides customized portfolio management, wealth strategy, and family office services to ultra-high-net-worth individuals and families. Service offerings include family office services (private aviation, global art management, philanthropy planning, lending, real estate, tax services, personal CFO), wealth strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and investment management with a focus on alternative investments, all delivered through a fee-only fiduciary partnership model.
Product overview
Corient is a wealth management firm offering a unified platform combining Family Office Services, Wealth Strategy, and Investment Management. The firm operates through a partnership model with a single global P&L, managing $508 billion in client assets across 300+ partners. Key services include comprehensive family office offerings (family engagement, personal CFO, private aviation, tax services, global art management, philanthropy planning, lending, and real estate), wealth planning and transfer services, and alternative investment management. Clients access their accounts through a dedicated Client Portal.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services
- Wealth Strategy
- Investment Management
- Client Portal
Quantifiable outcome
- $508 billion in client assets managed
Companies that use Ensemble Capital Management
Customer profileSegments1 record
Ideal customer profiles1 record
Ensemble Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ensemble Capital Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Ensemble Capital Management competitors and assessment
Company assessmentBroad incumbents
- UBS Global Wealth Management: UBS Global Wealth Management is the world's largest UHNW wealth manager post-Credit Suisse, offering investment management, wealth planning, and global banking to wealthy and ultra-wealthy clients. Comparable on global UHNW coverage and integrated capabilities, but at materially larger scale and as part of a global universal bank.
- J.P. Morgan Private Bank: J.P. Morgan Private Bank is the UHNW/private banking arm of JPMorgan Chase, offering investment management, lending, wealth planning, and family office services. Comparable as a scaled incumbent serving UHNW households globally, but operates within a much larger diversified financial institution.
- Northern Trust Wealth Management: Northern Trust is a large, publicly traded financial institution offering wealth management, asset servicing, and asset management to UHNW and institutional clients. Comparable on integrated UHNW advisory, family office services, and global fiduciary capabilities, but operates as a diversified, scaled incumbent.
- Goldman Sachs Private Wealth Management: Goldman Sachs Private Wealth Management serves UHNW individuals and families with investment management, lending, and wealth planning services as part of the broader Goldman Sachs franchise. Comparable on UHNW targeting and integrated capabilities, but with institutional-scale resources and brand.
Direct peers
- Bessemer Trust: Bessemer Trust is a closely-held private wealth and investment management firm specializing in UHNW individuals and families. It is one of the closest direct comparables to Ensemble/Corient given similar fee-only fiduciary positioning, multi-generational family office service set, and long operating history.
- Lombard Odier: Lombard Odier is a Swiss private bank offering wealth management, asset management, and technology services to private and institutional clients. Comparable as a globally active, partner-structured UHNW private bank with integrated investment and wealth planning capabilities.
- GenSpring Family Offices: GenSpring Family Offices is a UHNW-focused multi-family office providing investment management, wealth planning, and family governance services. Directly comparable to Ensemble/Corient's family office offering and UHNW client focus, though with smaller scale and narrower geographic footprint.
- Stonehage Fleming: Stonehage Fleming is an international family-owned wealth management group serving UHNW families across multiple jurisdictions with integrated investment, tax, fiduciary, and family office services. Comparable to Ensemble/Corient on global multi-jurisdictional UHNW coverage and family office breadth.
- Rockefeller Capital Management: Rockefeller Capital Management is a UHNW-focused wealth management, investment management, and family office platform with a partner-led, multi-affiliate structure. Comparable in serving UHNW households with integrated advisory, alternative investments, and family office capabilities under a unified brand.
- Pictet Group: Pictet is a Swiss private bank and wealth manager serving UHNW clients globally with asset management, wealth management, and asset services. Comparable on cross-border UHNW private banking, alternative investments, and long-standing fiduciary heritage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Ensemble Capital Management social profiles
Digital presenceEnsemble Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ensemble Capital Management leadership team
Management profileNumber of profiles
Ensemble Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ensemble Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ensemble Capital Management
What does Ensemble Capital Management do?
Ensemble Capital Management (operating under the Corient brand) provides customized portfolio management, wealth strategy, and family office services to ultra-high-net-worth individuals and families. Service offerings include family office services (private aviation, global art management, philanthropy planning, lending, real estate, tax services, personal CFO), wealth strategy (wealth planning, wealth transfer, global fiduciary services, family governance and succession), and investment management with a focus on alternative investments, all delivered through a fee-only fiduciary partnership model.
Is Ensemble Capital Management a public or private company?
Ensemble Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Ensemble Capital Management founded?
Ensemble Capital Management was founded in 1997. It employs 11 to 50 people.
Where is Ensemble Capital Management based?
Ensemble Capital Management is headquartered in Burlingame, United States, in the North America region.
Who are Ensemble Capital Management's main competitors?
Broad incumbents on record are UBS Global Wealth Management, J.P. Morgan Private Bank, Northern Trust Wealth Management and Goldman Sachs Private Wealth Management. Direct peers are Bessemer Trust, Lombard Odier, GenSpring Family Offices, Stonehage Fleming, Rockefeller Capital Management and Pictet Group.
Does Ensemble Capital Management have an API?
No public API is recorded for Ensemble Capital Management.
What industry is Ensemble Capital Management in?
Ensemble Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAJ, Lifestyle, Concierge & Personal Services Management. Its NAICS code is 523940 and its SIC code is 6282.