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| Taylor Hoffman Capital Management LLC
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|
|---|---|
| CRD # | 309329 |
| SEC # | 801-118886 |
| CIK # | |
| AUM | $4.4 MM (2023-03-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 804-964-2500 |
| Address | 1021 East Cary Street Richmond, VA 23219 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Hadleigh Fund | 2020-03-24 | 3.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 1.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 171 | 4.4 |
| By Discretionary | ||
| Discretionary | 171 | 4.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 171 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 171 | 4.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Upholdings Group LLC
✚
|
TN | 0.0 |
|
Strategic International Limited
✚
|
OH | 0.0 |
|
KCPS Capital Management Ltd
✚
|
0.0 | |
|
R Cubed Global Capital LLC
✚
|
FL | 0.0 |
|
Bellwood Capital Fund Advisors LLC
✚
|
0.0 | |
|
Amberwave Partners Research and Management LLC
✚
|
NY | 0.0 |
|
HDI Capital LLC
✚
|
0.0 | |
|
Blackcrane Capital LLC
✚
|
WA | 0.0 |
|
LEVO Adviser LLC
✚
|
TN | 0.0 |
|
Argosy Asset Management LLC
✚
|
CT | 0.0 |