Dodge & Cox is a financial advisory firm based in San Francisco, California. It currently has approximately $321,296,858,596 of assets under management and employs about 295 people. Dodge & Cox uses a fee structure of and a percentage of assets under your management.

J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.

Vista Equity Partners Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $103,120,740,320 of assets under management and employs about 607 people. Vista Equity Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Hellman & Friedman LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $75,341,200,000 of assets under management and employs about 110 people. Hellman & Friedman LLC uses a fee structure of a percentage of assets under your management and carried interest; profits interest.

Iconiq Capital, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $61,459,425,682 of assets under management and employs about 452 people. Iconiq Capital, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

SVB Asset Management is an investment adviser registered with the SEC, established in April 2002 and specializing in serving companies in the technology and life science/healthcare industries. The firm offers discretionary investment management services for clients, managing portfolios based on individual investment policies and objectives. Clients' investments include government securities, money market instruments, corporate and municipal bonds, and more. SVB Asset Management primarily utilizes the Corporate Cash Management Strategy, Total Return Strategy, and SAM Access Strategy. The firm requires a minimum investment balance of $10 million or $30 million, which may be waived at its discretion. Management fees are based on assets under management and do not exceed 25 basis points. The firm does not charge performance-based fees and acts as a fiduciary. SVB Asset Management's investment strategies involve top-down and bottom-up approaches, with a focus on capital preservation, liquidity management, and competitive returns. The firm's Code of Ethics ensures ethical conduct, and it does not engage in soft-dollar arrangements. Client accounts are reviewed periodically, and the firm has custody arrangements with third-party custodians. SVB Asset Management has discretion over client investments and may vote on proxies received. The firm does not accept prepayment of fees and has no financial conditions likely to impair meeting client commitments.

Francisco Partners is a financial advisory firm based in San Francisco, California. It currently has approximately $41,941,560,955 of assets under management and employs about 116 people. Francisco Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

Farallon Capital Management, L.l.c. is a financial advisory firm based in San Francisco, California. It currently has approximately $41,248,942,000 of assets under management and employs about 210 people. Farallon Capital Management, L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.

Parnassus Investments, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $40,895,320,206 of assets under management and employs about 66 people. Parnassus Investments, LLC uses a fee structure of and a percentage of assets under your management.