|
⚲
|
| Lafayette Advisors LLC
✚
| |
|---|---|
| CRD # | 165241 |
| SEC # | 801-77128 |
| CIK # | |
| AUM | $41.5 MM (2024-03-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 757-623-3676 |
| Address | 150 West Main Street Norfolk, VA 23510 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 41.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 41.5 |
| By Discretionary | ||
| Discretionary | 5 | 41.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 41.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.5 | |
| Total | 5 | 41.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
✚
|
VA | 0.2 |
|
Lafayette Advisors LLC
✚
|
VA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GST Management LLC
✚
|
NY | 0.0 |
|
TVV Advisers LLC
✚
|
CA | 0.0 |
|
Baird Principal Group Management Company I LLC
✚
|
WI | 0.0 |
|
Modern Capital Management Co
✚
|
SC | 0.0 |
|
First Associated Investment Advisors Inc
✚
|
MN | 0.0 |
|
Main Capital Partners North America LLC
✚
|
MA | 0.0 |
|
Acquirers Funds LLC
✚
|
CA | 0.0 |
|
Plato's Philosophy LLC
✚
|
CA | 0.0 |
|
Keyquant
✚
|
0.0 | |
|
EDLY Advisors LLC
✚
|
NY | 0.0 |