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| Lowe Brockenbrough & Company Inc
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| CRD # | 105142 |
| SEC # | 801-6691 |
| CIK # | 0000022657 |
| AUM | 5,487.8 M (2026-05-13) |
| Employees | 31 (48% Investors, 0% Brokers) |
| Phone | 804-288-0404 |
| Address | 920 Libbie Ave Richmond, VA 23226-2050 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Bespoke Private Strategies LP - Series Master 2025 | 2026-03-27 | 32.9 M | |
| PE | Bespoke Private Strategies LP - Series Master QP 2025 | 2026-03-27 | 40.7 M | |
| PE | Bespoke Private Strategies LP - Series Taxable 2025 | [2026-03-27] | 16.4 M | |
| Filed 2025-06-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Bespoke Private Strategies LP - Series Taxable QP 2025 | [2026-03-27] | 17.7 M | |
| Filed 2025-06-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Bespoke Private Strategies LP - Series Master 2024 | 2025-03-27 | 49.8 M | |
| PE | Bespoke Private Strategies LP - Series Master QP 2024 | 2025-03-27 | 60.9 M | |
| PE | Bespoke Private Strategies LP - Series Taxable 2024 | [2025-03-27] | 4.6 M | 4.6 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Bespoke Private Strategies LP - Series Taxable QP 2024 | [2025-03-27] | 28.8 M | 31.2 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Bespoke Private Strategies LP - Series Tax-Exempt 2024 | [2025-03-27] | 41.6 M | 45.2 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Bespoke Private Strategies LP - Series Tax-Exempt QP 2024 | [2025-03-27] | 21.8 M | 29.7 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 0.0 |
| (b) Individuals (high net worth individuals) | 364 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 1.5 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 41 | 0.8 |
| (i) State or municipal government entities | 1 | 0.6 |
| (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 | 20 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 5.5 |
| By Discretionary | ||
| Discretionary | 566 | 4.8 |
| Non-Discretionary | 2 | 0.7 |
| Total | 568 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 568 | 5.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael McClure | Director, Executive Officer | 25 | 3 | |
| David Lyons | Executive Officer | 46 | 2 | |
| Austin Brockenbrough III | Executive Officer, Promoter | 43 | 2 | |
| Austin Brockenbrough IV | Executive Officer | 43 | 2 | |
| Matthew Shaia | Director, Executive Officer | 42 | 2 | |
| Christopher Dion | Executive Officer | 42 | 2 | |
| Charles Caravati III | Executive Officer | 42 | 2 | |
| Rebecca Kovach | Executive Officer | 39 | 2 | |
| Walter Robertson | Executive Officer | 37 | 2 | |
| Christopher Culbertson | Executive Officer | 35 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000022657] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300WAKS2ILZ1M8P04 |
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