Investment Management of Virginia LLC

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Assets, Funds, Holdings

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Investment Management of Virginia LLC
CRD #108687
SEC #801-57765
CIK #0001009022
AUM
Employees 10 (70% Investors, 0% Brokers)
Phone804-643-1100
Address7231 Forest Avenue
Richmond, VA 23226
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014001999200720152024
Sector Form 13F Holdings Value ($M)
Microsoft Corp 12.8
American Express Co 12.2
AbbVie Inc 11.4
Bristol Myers Squibb Co 11.1
Apple Inc 11.0
Oaktree Specialty Lending Corp 10.8
Union First Market Bankshares Corp 9.8
Qualcomm Inc/DE 9.0
Babcock & Wilcox Co 8.8
Allied Motion Technologies Inc 8.3
View All
Holdings by Sector ($M)
100080060040020002011201520192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 285 101.3
(b) Individuals (high net worth individuals) 147 385.6
(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 2 3.8
(h) Charitable organizations 15 28.5
(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 2 18.3
(n) Other 18 33.9
Total 469 571.4
By Discretionary
Discretionary 468 568.4
Non-Discretionary 1 3.0
Total 469 571.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 571.4
Total 469 571.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001009022]
SC 13G [0001009022]
Form 13D/13G Filer Form 13D/13G Subject Filed
Investment Management of Virginia LLC Collplant Biotechnologies Ltd [2022-01-31]
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