Lowe Brockenbrough & Company Inc

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Lowe Brockenbrough & Company Inc
✚
CRD #105142
SEC #801-6691
CIK #0000022657
AUM 5,487.8 M (2026-05-13)
Employees 31 (48% Investors, 0% Brokers)
Phone804-288-0404
Address920 Libbie Ave
Richmond, VA 23226-2050
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.01999200820172027
Sector Form 13F Holdings Value ($B)
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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
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Holdings by Sector ($B)
3.02.41.81.20.60.02011201620212027
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
PE Bespoke Private Strategies LP - Series Master 2023 2024-03-28 46.4 M
PE Bespoke Private Strategies LP - Series Master QP 2023 2024-03-28 56.1 M
PE Bespoke Private Strategies LP - Series Taxable 2023 [2024-03-28] 3.4 M 5.3 M
Filed 2024-01-24 (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 2023 [2024-03-28] 28.5 M 29.2 M
Filed 2024-01-24 (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 2023 [2024-03-28] 39.5 M 40.9 M
Filed 2024-01-24 (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 2023 [2024-03-28] 26.5 M 26.9 M
Filed 2024-01-24 (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
Other Bespoke Private Strategies LP - Real Asset Series Master 2022 2023-03-30 8.3 M
PE Bespoke Private Strategies LP - Series Master 2021 2022-03-31 123.5 M
PE Bespoke Private Strategies LP - Series Master 2022 2022-03-31 115.1 M
PE Bespoke Private Strategies LP - Series Taxable 2021 [2022-03-31] 29.8 M 38.3 M
Filed 2023-11-21 (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 2022 [2022-03-31] 36.9 M 41.4 M
Filed 2023-11-21 (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 Tax-Exempt 2021 [2022-03-31] 66.8 M 85.2 M
Filed 2023-11-21 (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 Tax-Exempt 2022 [2022-03-31] 73.1 M 82.0 M
Filed 2023-11-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Bespoke Private Strategies LP - Real Asset Series Master 2020 2021-03-31 7.2 M
RE Bespoke Private Strategies LP - Real Estate Series Master 2019 2020-03-29 11.2 M
PE Bespoke Private Strategies LP - Series Master 2020 2020-03-29 112.9 M
PE Bespoke Private Strategies LP - Series Taxable 2020 [2020-03-29] 15.3 M 27.2 M
Filed 2020-12-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP - Series Tax-Exempt 2020 [2020-03-29] 66.2 M 92.9 M
Filed 2020-12-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP - Series Master 2019 2019-03-29 82.2 M
PE Bespoke Private Strategies LP - Series Taxable 2019 [2019-03-29] 9.9 M 17.4 M
Filed 2019-06-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP - Series Tax-Exempt 2019 [2019-03-29] 50.2 M 76.0 M
Filed 2019-06-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP - Series Taxable Absolute Strategies [2018-03-28] 23.0 M 82.7 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series Taxable Global Equity [2018-03-28] 36.9 M 224.1 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series Taxable Hedged Equity [2018-03-28] 35.3 M 141.9 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series Tax-Exempt Absolute Strategies [2018-03-28] 56.8 M 59.7 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series Tax-Exempt Global Equity [2018-03-28] 159.2 M 186.6 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series Tax-Exempt Hedged Equity [2018-03-28] 76.4 M 91.5 M
Filed 2025-12-19 (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
HF Bespoke Capital Strategies LP - Series TE Fixed Income Strategies [2018-03-28] 19.8 M 18.3 M
Filed 2025-12-19 (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 - Credit Opportunities Series Master 2018-03-28 10.3 M
RE Bespoke Private Strategies LP - Real Estate Series Master 2015 [2018-03-28] 54.0 M 2.1 M
Filed 2015-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Bespoke Private Strategies LP - Real Estate Series Master 2016 2018-03-28 2.4 M
PE Bespoke Private Strategies LP - Series Master 2014 2018-03-28 15.2 M
PE Bespoke Private Strategies LP - Series Master 2015 2018-03-28 19.6 M
PE Bespoke Private Strategies LP - Series Master 2016 2018-03-28 45.9 M
PE Bespoke Private Strategies LP - Series Master 2017 2018-03-28 69.6 M
PE Bespoke Private Strategies LP - Series Master 2018 2018-03-28 100.1 M
PE Bespoke Private Strategies LP - Series Taxable 2014 [2018-03-28] 2.9 M 1.5 M
Filed 2023-11-21 (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 2015 [2018-03-28] 4.4 M 4.0 M
Filed 2023-11-21 (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 2016 [2018-03-28] 6.0 M 9.0 M
Filed 2023-11-21 (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 2017 [2018-03-28] 9.1 M 17.4 M
Filed 2023-11-21 (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 2018 [2018-03-28] 8.5 M 18.4 M
Filed 2017-10-23 (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 Tax-Exempt 2014 [2018-03-28] 24.9 M 13.7 M
Filed 2023-11-21 (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 Tax-Exempt 2015 [2018-03-28] 23.2 M 17.7 M
Filed 2023-11-21 (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 Tax-Exempt 2016 [2018-03-28] 26.3 M 39.3 M
Filed 2023-11-21 (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 Tax-Exempt 2017 [2018-03-28] 27.9 M 52.3 M
Filed 2023-11-21 (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 Tax-Exempt 2018 [2018-03-28] 30.5 M 81.7 M
Filed 2017-10-23 (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 - Taxable Credit Opportunities Series [2018-03-28] 1.3 M 0.9 M
Filed 2023-12-01 (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 - Tax-Exempt Credit Opportunities Series [2018-03-28] 13.3 M 9.4 M
Filed 2023-12-04 (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 Vintage Year 2016 [2016-03-28] 54.0 M 30.8 M
Filed 2015-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP [2015-03-30] 90.2 M 89.2 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP Absolute Strategies Taxable and Tax Exempt Series [2015-03-30] 90.2 M 21.1 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
LF Bespoke Capital Strategies LP Cash Equivalent Series [2015-03-30] 90.2 M 0.2 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP Fixed Income Tax Exempt Series [2015-03-30] 90.2 M 5.2 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP Global Equity Taxable and Tax Exempt Series [2015-03-30] 90.2 M 41.8 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Bespoke Capital Strategies LP Hedged Equity Taxable and Tax Exempt Series [2015-03-30] 90.2 M 21.1 M
Filed 2016-12-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $750,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP [2015-03-30] 54.0 M 83.6 M
Filed 2015-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP Vintage Year 2014 [2015-03-30] 54.0 M 29.0 M
Filed 2015-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Bespoke Private Strategies LP Vintage Year 2015 [2015-03-30] 54.0 M 23.8 M
Filed 2015-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE LBC Real Estate Fund I LP [2012-03-29] 10.2 M 5.0 M
Offered $20,000,000 · Filed 2011-09-29 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $9,847,500 · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail
Fund TypesHedge Fund, Private Equity, Real Estate
LEI549300WAKS2ILZ1M8P04
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