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| Happy Holidays!! thanks for using AUM13F!! |
| Canal Capital Management LLC
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| CRD # | 164971 |
| SEC # | 801-77036 |
| CIK # | 0001666733, 0000101821 |
| AUM | $1.2 B (2025-03-20) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 804-325-1450 |
| Address | 9 South 5th Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Old Dominion Freight Line Inc/VA | 99.6 | ||
| Apple Inc | 30.9 | ||
| Microsoft Corp | 19.6 | ||
| Blackstone Group LP | 16.0 | ||
| Altria Group Inc | 14.9 | ||
| Broadcom Inc | 14.5 | ||
| Philip Morris International Inc | 12.6 | ||
| Nvidia Corp | 10.9 | ||
| J P Morgan Chase & Co | 10.7 | ||
| Wal Mart Stores Inc | 10.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Canal Tuckahoe Holdings SPV LLC | 2023-09-21 | 37.2 | |
| RE | Haxall Point Income Fund III LP | [2021-11-29] | 11.2 | 36.0 |
| RE | HIC Haxall Fund II LP | [2021-09-16] | 12.5 | 31.9 |
| RE | HIC Haxall Fund I LP | [2020-09-01] | 25.0 | 39.7 |
| RE | Haxall Point Manufactured Housing Opportunity Fund I LP | [2019-03-21] | 29.1 | 29.6 |
| RE | Haxall Point Income Fund II LP | 2017-03-30 | 16.1 | |
| RE | Haxall Point Income Fund I LP | 2013-12-20 | 1.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 33.1 |
| (b) Individuals (high net worth individuals) | 249 | 905.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 211.5 |
| (g) Pension and profit sharing plans | 13 | 15.0 |
| (h) Charitable organizations | 10 | 35.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,870 | 1,200.4 |
| By Discretionary | ||
| Discretionary | 1,820 | 1,022.1 |
| Non-Discretionary | 50 | 178.3 |
| Total | 1,870 | 1,200.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,200.4 | |
| Total | 1,870 | 1,200.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Noah Greenbaum | 8 | |||
| E Gilliss | 5 | |||
| Margaret Smith | 4 | |||
| Craig Truitt | 3 | |||
| E Gillis | 2 | |||
| Haxall Point III GP LLC | 1 | |||
| HP MH I GP LLC | 1 | |||
| Haxall Institutional Partners II LLC | 1 | |||
| Jarrod Feinstein | 1 | |||
| Haxall Institutional Partners I LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000101821] | |
| 10-Q | [0000101821] | |
| 8-K | [0000101821] | |
| 13F-HR | [0001666733] |
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|---|---|---|
|
Provenio Capital Management LLC
✚
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CA | 1.6 |
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Greenwood Gearhart Inc
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AR | 1.6 |
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Corundum Group Inc
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CO | 1.5 |
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Legacy Knight MFO LLC
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TX | 1.5 |
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OH | 1.3 |
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Arcadia Investment Partners LLC
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NY | 1.3 |
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Northeast Financial Group Inc
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PA | 1.2 |
|
Vantage Financial Partners LLC
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WI | 0.8 |
|
Bernardo Wealth Planning LLC
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PA | 0.8 |
|
Fortitude Family Office LLC
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AZ | 0.7 |