Signature Financial Management Inc

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Assets, Funds, Holdings

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Signature Financial Management Inc
CRD #106375
SEC #801-47290
CIK #0001542162
AUM $6.9 BB (2024-05-17)
Employees 40 (50% Investors, 0% Brokers)
Phone757-625-7670
AddressWorld Trade Center
Norfolk, VA 23510-1676
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 5.2
NVDA 399.6 2.8
AMZN 1,093.0 2.7
INTU 109.0 2.2
V 419.3 2.0
GOOG 1,482.6 1.7
MA 309.6 1.6
EW 58.9 1.5
GOOGL 1,475.1 1.5
NOW 94.9 1.5
View All
Holdings by Sector ($BB)
907254361802013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE SFM Opportunities VII LP [2020-03-30] 40.0 46.1
PE DNB Opportunities III LP 2019-03-29 26.7
PE Yield Pool III LP [2019-03-29] 25.3 44.0
PE SFM Opportunities VI LP [2018-03-28] 50.3 80.7
PE DNB Opportunities II LP [2018-01-03] 27.8 32.7
PE Yield Pool II LP [2017-03-14] 37.7 36.4
PE DNB Opportunities LP [2015-03-16] 44.8 32.5
PE SFM Opportunities V LP [2015-03-16] 43.9 101.3
HF SFM Global Strategies QP LP [2014-03-04] 462.0 559.8
PE SFM Opportunities IV LP [2013-03-18] 40.5 45.7
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 30 0.0
(b) Individuals (high net worth individuals) 147 5.0
(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 16 1.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 21 0.2
(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 17 0.2
(n) Other 0 0.0
Total 1,767 6.9
By Discretionary
Discretionary 1,748 6.8
Non-Discretionary 19 0.0
Total 1,767 6.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.9
Total 1,767 6.9
Limited Partners2011 - 2024
California Public Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
Teachers' Retirement System of the City of New York
The University of Texas/Texas A&M Investment Company
Form D Directors # Filings # Firms 2011 - 2024
David Churchill 362
Michael Hankin 355
Brett Rogers 79
George Webb 21
Anne Shumadine 19
Susan Colpitts 19
Amy McClure 4
EDGAR Form CIK 2011 - 2024
13F-HR [0001542162]
13F-NT [0001542162]
Comparable Firms State AUM ($BB)
Brown Advisory Investment Solutions Group LLC
MD 7.3
SignatureFD LLC
GA 7.2
AB Private Credit Investors LLC
TX 7.1
PT Asset Management LLC
IL 7.0
Tortoise Capital Advisors LLC
KS 6.9
Angeles Investment Advisors LLC
CA 6.4
Edge Capital Group LLC
GA 6.4
Procyon Advisors LLC
CT 6.3
Prairie Capital Management Group LLC
MO 6.3
White Oak Global Advisors LLC
CA 6.2
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