Data / Investment advisers / Virginia / Aldrich Capital Partners LLC
Aldrich Capital Partners LLC, McLean, VA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aldrich Capital Partners LLC is an SEC registered investment adviser with its main office in McLean, Virginia and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 31, 2025. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 14 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 283127
- SEC file number
- 801-111795
- SEC status
- Approved, effective October 2, 2017
- Main office
- 8300 Greensboro Drive Suite 1200, McLean, VA 22102
- Phone
- (703) 376-3570
- Regulatory AUM
- $1,117,530,189 in the Form ADV filed March 31, 2025
- Discretionary AUM
- $1,117,530,189
- Accounts
- 14
- Employees
- 52, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 14: 14 private equity funds
- Gross assets of private funds
- $889,734,420
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $1.12 billion |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bogart Wealth, LLC | McLean | $3.19 billion | Not listed | adviserinfo.sec.gov |
| West Financial Services, Inc. | McLean | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Activ8 Family Office LLC | McLean | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Range Advisory, LLC | McLean | $1.39 billion | Not listed | adviserinfo.sec.gov |
| Aegis Financial Corporation | McLean | $1.37 billion | Not listed | adviserinfo.sec.gov |
| FJ Capital Management LLC | McLean | $1.08 billion | 4 | adviserinfo.sec.gov |
| Pointoak Retirement Advisors | McLean | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Aldrich Capital Partners LLC on the SEC's adviser search
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.