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| Lowe Brockenbrough & Company Inc
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|---|---|
| CRD # | 105142 |
| SEC # | 801-6691 |
| CIK # | 0000022657 |
| AUM | $5.4 B (2025-06-25) |
| Employees | 32 (47% Investors, 3% Brokers) |
| Phone | 804-288-0404 |
| Address | 920 Libbie Ave Richmond, VA 23226-2050 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 67.3 | ||
| Apple Inc | 57.7 | ||
| J P Morgan Chase & Co | 41.6 | ||
| Oracle Corp | 37.1 | ||
| Amazon Com Inc | 30.4 | ||
| Nvidia Corp | 29.7 | ||
| Facebook Inc | 25.3 | ||
| Alphabet Inc | 24.6 | ||
| Broadcom Inc | 21.9 | ||
| Exxon Mobil Corp | 21.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Bespoke Private Strategies LP - Series Master 2024 | 2025-03-27 | 46.1 | |
| PE | Bespoke Private Strategies LP - Series Master QP 2024 | 2025-03-27 | 50.5 | |
| PE | Bespoke Private Strategies LP - Series Taxable 2024 | [2025-03-27] | 4.6 | 4.5 |
| PE | Bespoke Private Strategies LP - Series Taxable QP 2024 | [2025-03-27] | 28.8 | 28.8 |
| PE | Bespoke Private Strategies LP - Series Tax-Exempt 2024 | [2025-03-27] | 41.6 | 41.5 |
| PE | Bespoke Private Strategies LP - Series Tax-Exempt QP 2024 | [2025-03-27] | 21.8 | 21.7 |
| PE | Bespoke Private Strategies LP - Series Master 2023 | 2024-03-28 | 44.9 | |
| PE | Bespoke Private Strategies LP - Series Master QP 2023 | 2024-03-28 | 54.6 | |
| PE | Bespoke Private Strategies LP - Series Taxable 2023 | [2024-03-28] | 3.4 | 5.3 |
| PE | Bespoke Private Strategies LP - Series Taxable QP 2023 | [2024-03-28] | 28.5 | 28.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 0.0 |
| (b) Individuals (high net worth individuals) | 360 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 1.2 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 36 | 1.4 |
| (i) State or municipal government entities | 1 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,162 | 5.4 |
| By Discretionary | ||
| Discretionary | 1,160 | 4.9 |
| Non-Discretionary | 2 | 0.6 |
| Total | 1,162 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 1,162 | 5.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael McClure | 24 | |||
| David Lyons | 46 | |||
| Austin Brockenbrough III | 43 | |||
| Austin Brockenbrough IV | 43 | |||
| Charles Caravati III | 42 | |||
| Lowe Brockenbrough & Company Inc | 42 | |||
| Matthew Shaia | 42 | |||
| Christopher Dion | 42 | |||
| Bespoke Ps-Gp LLC | 41 | |||
| Rebecca Kovach | 39 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000022657] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Cynosure Group
✚
|
UT | 6.6 |
|
EJF Capital LLC
✚
|
VA | 6.5 |
|
Stamos Capital Partners LP
✚
|
CA | 6.5 |
|
Fiduciary Trust International LLC
✚
|
MA | 6.3 |
|
Geller Advisors LLC
✚
|
NY | 5.9 |
|
Beck Mack & Oliver LLC
✚
|
NY | 5.9 |
|
Miller Investment Management LP
✚
|
PA | 5.7 |
|
Standard Investments LLC
✚
|
NY | 5.2 |
|
Allegheny Financial Group
✚
|
PA | 4.9 |
|
Sepio Capital LP
✚
|
UT | 4.5 |