Signature Financial Management Inc

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Assets, Funds, Holdings

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CAFR Data
Signature Financial Management Inc
CRD #106375
SEC #801-47290
CIK #1542162
AUM $4.3 BB (96% Disc, 100% US)
Employees48 (42% Investors, 0% Brokers)
Phone757-625-7670
AddressWorld Trade Center
Norfolk, VA 23510-1676
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
SPY98.7
XLF30.5
SCHE30.4
HEWJ21.6
SON5,920.020.8
SCHF17.0
ACWI16.9
VT15.8
MUSA2,540.010.8
MUR5,160.010.4
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Type Private Fund Form D Sold ($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)
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4.7
Cramer Rosenthal McGlynn LLC
NY
4.6
Capricorn Investment Group LLC
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4.5
Brown Advisory Investment Solutions Group LLC
MD
4.5
Prairie Capital Management LLC
MO
4.5
Angeles Investment Advisors LLC
CA
4.3
Guggenheim Investment Management LLC
NY
4.2
Dimension Capital Management LLC
FL
4.0
KA Fund Advisors LLC
TX
4.0
Chilton Investment Services LLC
CT
3.8
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