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| Cary Street Partners Investment Advisory LLC
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|---|---|
| CRD # | 128545 |
| SEC # | 801-64239 |
| CIK # | 0001766904 |
| AUM | $10.3 B (2026-03-30) |
| Employees | 182 (47% Investors, 45% Brokers) |
| Phone | 804-340-8100 |
| Address | 901 East Byrd Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001766904 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Lilly Eli & Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Jefferson Global Growth Fund Ltd | 2013-04-01 | 7.8 | |
| HF | Jefferson Global Growth Fund LP | [2012-03-30] | 52.5 | 24.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,466 | 1.5 |
| (b) Individuals (high net worth individuals) | 2,175 | 7.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 190 | 0.8 |
| (h) Charitable organizations | 53 | 0.2 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 16,731 | 10.3 |
| By Discretionary | ||
| Discretionary | 10,130 | 6.9 |
| Non-Discretionary | 6,601 | 3.3 |
| Total | 16,731 | 10.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.2 | |
| Total | 16,731 | 10.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Thomas | 28 | 2 | ||
| Douglas Stewart | 27 | 2 | ||
| Palmer Garson | 7 | 2 | ||
| Joseph Brower | 6 | 2 | ||
| Thomas Tullidge | 6 | 2 | ||
| Mark Gambill | 6 | 2 | ||
| Kip Caffey | 5 | 2 | ||
| Timothy Leath | 4 | 2 | ||
| Marshall Acuff | 3 | 2 | ||
| None Cary Street Partners Holdings LLC | 1 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766904] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cary Street Partners Investment Advisory LLC
✚
|
VA | 10.3 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.4 |
|
Tradition Asset Management LLC
✚
|
VA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freestone Capital Management LLC
✚
|
WA | 14.5 |
|
ACR Alpine Capital Research LLC
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|
MO | 10.8 |
|
Bradley Foster & Sargent Inc
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|
CT | 9.1 |
|
Ingalls & Snyder LLC
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|
NY | 7.8 |
|
MGO One Seven LLC
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|
OH | 7.7 |
|
Bailard Inc
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|
CA | 7.6 |
|
Integrated Advisors Network LLC
✚
|
TX | 5.5 |
|
Wainwright Investment Counsel LLC
✚
|
MA | 5.5 |
|
Fenimore Asset Management Inc
✚
|
NY | 5.4 |
|
Baker Avenue Asset Management LP
✚
|
CA | 5.1 |