Glass Wealth Management Overview

  • Type
  • Family Office (Multi)

  • Founded
  • 1988

Founded
  • Professionals
  • 3

Professionals
  • AUM
  • 00000

Glass Wealth Management General Information

Description

Glass Wealth Management is a multi-family office based in San Antonio, Texas. Established in 1988, the firm provides portfolio management, investment advisory, and family office services to individuals, families, trusts, estates, and business constituencies. The assets are managed by the executive management team.

Contact Information

Website
www.gwm-sa.com
Formerly Known As
Glass Management Company
Year Founded
1988
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Family Office (Multi)
Primary Contact
0000000 00000
Title
President & Chief Investment Officer
Email
000000@000-00.000
Phone
+0 (000) 000-0000
Primary Office
  • 1250 North-East Loop 410
  • Suite 333
  • San Antonio, TX 78209
  • United States
+1 (210) 000-0000

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Glass Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Glass Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Glass Wealth Management Team (5)

Name Title Office
Stephen Wilde President & Chief Investment Officer San Antonio, TX
Eileen Williams Chief Operating Officer San Antonio, TX
Diana Kelly Chief Compliance Officer San Antonio, TX
Christopher Wilde Investment Advisor San Antonio, TX
You’re viewing 4 of 5 team members. Get the full list »