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| Akre Capital Management LLC
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| CRD # | 109242 |
| SEC # | 801-57156 |
| CIK # | 0001112520 |
| AUM | $14.4 B (2025-04-28) |
| Employees | 12 (25% Investors, 17% Brokers) |
| Phone | 540-687-8923 |
| Address | 2 West Marshall Street Middleburg, VA 20117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001112520 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Mastercard Inc | 1.9 | ||
| Brookfield Asset Management Inc | 1.2 | ||
| KKR & Co LP | 1.2 | ||
| Moodys Corp /DE/ | 1.2 | ||
| VISA Inc | 1.1 | ||
| O Reilly Automotive Inc | 0.8 | ||
| Roper Industries Inc | 0.8 | ||
| Costar Group Inc | 0.7 | ||
| Airbnb Inc | 0.5 | ||
| Danaher Corp /DE/ | 0.4 | ||
| American Tower Corp /MA/ | 0.2 | ||
| Dragoneer Growth Opportunities Corp | 0.1 | ||
| Copart Inc | 0.1 | ||
| Goosehead Insurance Inc | 0.0 | ||
| Fair Isaac Corp | 0.0 | ||
| Sophia Genetics Sa | 0.0 | ||
| Carmax Inc | 0.0 | ||
| Verisk Analytics Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Braddock Partners Offshore Ltd | [2017-03-30] | 98.4 | 26.1 |
| HF | Braddock Partners LP | [2012-03-30] | 342.9 | 1,180.7 |
| HF | Braddock Partners Offshore LP | [2012-03-30] | 98.4 | 1,237.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 0.1 |
| (b) Individuals (high net worth individuals) | 99 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 12.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1.2 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 14.4 |
| By Discretionary | ||
| Discretionary | 245 | 14.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 245 | 14.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 14.1 | |
| Total | 245 | 14.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Cary Marr | 114 | |||
| Thomas Davis | 54 | |||
| Thomas David | 26 | |||
| Charles Akre Jr | 8 | |||
| Barbara Faiella | 7 | |||
| Charles Akre | 4 | |||
| Andrew Schaefer | 3 | |||
| Akre Capital Management LLC | 2 | |||
| Braddock Capital LLC | 1 | |||
| Braddock Capital Offshore LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001112520] | |
| SC 13G | [0001112520] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carillon Tower Advisers Inc
✚
|
FL | 16.4 |
|
Allen Investment Management LLC
✚
|
NY | 15.8 |
|
Great Lakes Advisors LLC
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IL | 15.3 |
|
Quantinno Capital Management LP
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NY | 14.3 |
|
Yacktman Asset Management LP
✚
|
TX | 13.2 |
|
National Investment Services of America LLC
✚
|
WI | 12.9 |
|
SIT Fixed Income Advisors II LLC
✚
|
MN | 12.9 |
|
G10 Capital Limited
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|
12.8 | |
|
O'shaughnessy Asset Management LLC
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|
CT | 12.6 |
|
Zacks Investment Management Inc
✚
|
IL | 12.4 |