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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
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Signature Financial Management Inc
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| CRD # | 106375 |
| SEC # | 801-47290 |
| CIK # | 1542162 |
| AUM | $4.3 BB (96% Disc, 100% US) |
| Employees | 48 (42% Investors, 0% Brokers) |
| Phone | 757-625-7670 |
| Address | World Trade Center Norfolk, VA 23510-1676 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPY | 98.7 | ||
| XLF | 30.5 | ||
| SCHE | 30.4 | ||
| HEWJ | 21.6 | ||
| SON | 5,920.0 | 20.8 | |
| SCHF | 17.0 | ||
| ACWI | 16.9 | ||
| VT | 15.8 | ||
| MUSA | 2,540.0 | 10.8 | |
| MUR | 5,160.0 | 10.4 | |
| View All | |||
| Holdings by Sector ($) |
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| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Yield Pool III LP | [2018-08-01] | 25.3 |
37.5 |
| PE | SFM Opportunities VI LP | [2018-06-22] | 50.3 |
59.7 |
| PE | DNB Opportunities II LP | [2017-06-19] | 27.8 |
28.1 |
| PE | DNB Opportunities LP | [2014-11-19] | 44.8 |
34.6 |
| PE | Yield Pool II LP | [2014-09-30] | 37.7 |
51.4 |
| PE | SFM Opportunities V LP | [2014-08-21] | 43.9 |
93.1 |
| HF | SFM Global Strategies QP LP | [2013-07-09] | 462.0 |
467.6 |
| PE | Yield Pool LP | [2012-08-21] | 12.4 |
37.9 |
| PE | SFM Opportunities IV LP | [2012-02-17] | 40.5 |
69.1 |
| PE | Signature Royalty Interests LP | [2011-12-05] | 7.4 |
7.7 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011-2019 |
|---|---|---|---|
| Anne Shumadine | 12 | 1 | |
| George Webb | 12 | 1 | |
| Susan Colpitts | 12 | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Advisors LLC
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|
VA | 4.7 |
|
Cramer Rosenthal McGlynn LLC
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|
NY | 4.6 |
|
Capricorn Investment Group LLC
✚
|
CA | 4.5 |
|
Brown Advisory Investment Solutions Group LLC
✚
|
MD | 4.5 |
|
Prairie Capital Management LLC
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|
MO | 4.5 |
|
Angeles Investment Advisors LLC
✚
|
CA | 4.3 |
|
Guggenheim Investment Management LLC
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|
NY | 4.2 |
|
Dimension Capital Management LLC
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|
FL | 4.0 |
|
KA Fund Advisors LLC
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|
TX | 4.0 |
|
Chilton Investment Services LLC
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|
CT | 3.8 |