Data / Investment advisers / Serving pooled investment vehicles / Virginia
Investment advisers in Virginia serving pooled investment vehicles: 71 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
71 SEC registered investment advisers with a main office in Virginia report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $125 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Investure, LLC.
The request: Every investment adviser in Virginia that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 71Advisers
- $125 billionAUM from this client type
- 69Advisers over $100 million
- November 2, 2026File date
Advisers in Virginia serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Investure, LLC | Charlottesville | 20 | $19.86 billion | $38.52 billion | adviserinfo.sec.gov |
| Sands Capital Management, LLC | Arlington | 40 | $17.11 billion | $44.30 billion | adviserinfo.sec.gov |
| Columbia Capital | Alexandria | 31 | $13.84 billion | $13.84 billion | adviserinfo.sec.gov |
| Foxhaven Asset Management, LP | Charlottesville | 5 | $6.50 billion | $6.50 billion | adviserinfo.sec.gov |
| Sands Capital Alternatives, LLC | Arlington | 34 | $5.24 billion | $5.41 billion | adviserinfo.sec.gov |
| Ejf Capital LP | Arlington | 35 | $4.79 billion | $6.10 billion | adviserinfo.sec.gov |
| Washington Harbour Partners LP | Arlington | 76 | $4.73 billion | $4.73 billion | adviserinfo.sec.gov |
| Harbor Group International, LLC | Norfolk | 96 | $3.79 billion | $3.79 billion | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | 1 | $3.71 billion | $8.11 billion | adviserinfo.sec.gov |
| 57 Stars LLC | Arlington | 15 | $3.70 billion | $3.70 billion | adviserinfo.sec.gov |
| Quad-C Management, Inc. | Charlottesville | 2 | $3.55 billion | $3.55 billion | adviserinfo.sec.gov |
| Strategic Investment Management, LLC | Arlington | 28 | $3.18 billion | $35.51 billion | adviserinfo.sec.gov |
| Thompson Siegel & Walmsley LLC | Richmond | 14 | $2.57 billion | $21.15 billion | adviserinfo.sec.gov |
| Oxford Finance Advisors, LLC | Alexandria | 3 | $2.21 billion | $2.41 billion | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | 3 | $1.89 billion | $5.93 billion | adviserinfo.sec.gov |
| Gef Capital Partners | Arlington | 26 | $1.75 billion | $1.75 billion | adviserinfo.sec.gov |
| Quantitative Investment Management, LLC | Charlottesville | 2 | $1.67 billion | $1.67 billion | adviserinfo.sec.gov |
| Brown Advisory | Norfolk | 16 | $1.66 billion | $7.57 billion | adviserinfo.sec.gov |
| Quinn Opportunity Partners | Charlottesville | 3 | $1.64 billion | $2.61 billion | adviserinfo.sec.gov |
| Brockenbrough | Richmond | 20 | $1.48 billion | $5.49 billion | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | 4 | $1.40 billion | $1.40 billion | adviserinfo.sec.gov |
| 1607 Capital Partners, LLC | Richmond | 5 | $1.32 billion | $3.49 billion | adviserinfo.sec.gov |
| Bluestem Asset Management, LLC | Charlottesville | 1 | $1.29 billion | $1.29 billion | adviserinfo.sec.gov |
| Akre Capital Management, LLC | Middleburg | 3 | $1.25 billion | $11.82 billion | adviserinfo.sec.gov |
| Winston Capital Management LLC | Arlington | 8 | $1.14 billion | $1.15 billion | adviserinfo.sec.gov |
| Aldrich Capital Partners LLC | McLean | 14 | $1.12 billion | $1.12 billion | adviserinfo.sec.gov |
| Solomon Hess Capital Management | Arlington | 4 | $1.08 billion | $1.08 billion | adviserinfo.sec.gov |
| Navimed Capital Advisors, LLC | Rosslyn | 4 | $904.9 million | $904.9 million | adviserinfo.sec.gov |
| LNC Partners | Arlington | 6 | $820.3 million | $820.3 million | adviserinfo.sec.gov |
| FJ Capital Management LLC | McLean | 6 | $746.9 million | $1.08 billion | adviserinfo.sec.gov |
| Iron Path Capital, L.P. | Charlottesville | 10 | $698.5 million | $698.5 million | adviserinfo.sec.gov |
| Davenport & Company LLC | Richmond | 3 | $679.5 million | $24.70 billion | adviserinfo.sec.gov |
| Guardian Point Capital, LP | Charlottesville | 1 | $646.4 million | $646.4 million | adviserinfo.sec.gov |
| Crow's Nest Holdings LP | Richmond | 3 | $636.6 million | $636.6 million | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | 6 | $605.3 million | $605.3 million | adviserinfo.sec.gov |
| Cap91 Partners Management LLC | Richmond | 2 | $531 million | $531 million | adviserinfo.sec.gov |
| Cornerstone Partners | Charlottesville | 6 | $517.7 million | $29.35 billion | adviserinfo.sec.gov |
| Selby Lane Capital, LLC | Charlottesville | 8 | $496.1 million | $505.4 million | adviserinfo.sec.gov |
| Vest Financial LLC | McLean | 26 | $450.3 million | $51.81 billion | adviserinfo.sec.gov |
| Evr Research LP | Richmond | 3 | $365 million | $365 million | adviserinfo.sec.gov |
| Momentus Manager LLC | Arlington | 3 | $284.3 million | $284.3 million | adviserinfo.sec.gov |
| Plustick Management LLC | Charlottesville | 3 | $280.8 million | $280.8 million | adviserinfo.sec.gov |
| Clarendon Capital, LLC | Tysons | 5 | $275.4 million | $275.4 million | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Richmond | 7 | $255.4 million | $4.86 billion | adviserinfo.sec.gov |
| Harren Equity Partners, LLC | Charlottesville | 2 | $201.4 million | $201.4 million | adviserinfo.sec.gov |
| Altmore Capital Investment Management, LLC | Arlington | 11 | $194.7 million | $194.7 million | adviserinfo.sec.gov |
| Wacona Capital, LLC | Charlottesville | 5 | $194.1 million | $194.1 million | adviserinfo.sec.gov |
| LB Partners LLC | Charlottesville | 4 | $191.3 million | $191.3 million | adviserinfo.sec.gov |
| Ategra Capital Management, LLC | Vienna | 2 | $190.2 million | $190.2 million | adviserinfo.sec.gov |
| Octagon Finance LLC | Charlottesville | 9 | $184.1 million | $184.1 million | adviserinfo.sec.gov |
| Canal Capital Management, LLC | Richmond | 8 | $182.7 million | $1.28 billion | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | 7 | $176.7 million | $246.3 million | adviserinfo.sec.gov |
| New Paradigm Capital Management, LLC | Great Falls | 2 | $166.6 million | $166.6 million | adviserinfo.sec.gov |
| West Tower Group, LLC | Richmond | 4 | $146.2 million | $146.2 million | adviserinfo.sec.gov |
| Bluestone Investment Manager, LLC | McLean | 3 | $144.8 million | $144.8 million | adviserinfo.sec.gov |
| Pactolus | Vienna | 5 | $72 million | $187.8 million | adviserinfo.sec.gov |
| Cope Connelly | Arlington | 5 | $57.7 million | $151.1 million | adviserinfo.sec.gov |
| Ravenswood Partners LP | McLean | 3 | $55 million | $436.1 million | adviserinfo.sec.gov |
| Albright Capital Management LP | Arlington | 2 | $49.8 million | $49.8 million | adviserinfo.sec.gov |
| Toth Financial Advisory Corp | Leesburg | 1 | $46.8 million | $1.15 billion | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | 4 | $42.8 million | $849.3 million | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | 2 | $39.5 million | $218 million | adviserinfo.sec.gov |
| Preston Wealth Advisors, LLC. | Reston | 2 | $30.1 million | $286 million | adviserinfo.sec.gov |
| C4m Global Advisors LLC | Arlington | 1 | $16.3 million | $16.3 million | adviserinfo.sec.gov |
| Sands Capital Horizons, LLC | Arlington | 1 | $15.1 million | $466.9 million | adviserinfo.sec.gov |
| Masonry Capital Management, LLC | Charlottesville | 1 | $13.8 million | $370.5 million | adviserinfo.sec.gov |
| Taylor Hoffman Capital Management | Richmond | 1 | $9.9 million | $469.5 million | adviserinfo.sec.gov |
| Broad Run Investment Management, LLC | Arlington | 1 | $7.1 million | $681.8 million | adviserinfo.sec.gov |
| Thompson Davis Asset Management | Richmond | 1 | $4.1 million | $211.3 million | adviserinfo.sec.gov |
| Rede Wealth, LLC | Charlottesville | 1 | $2.7 million | $346.1 million | adviserinfo.sec.gov |
| Hunter Lewis LLC | Crozet | 1 | $2.3 million | $394.6 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.