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The London Company of Virginia LLC
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CRD # | 106654 |
SEC # | 801-46604 |
CIK # | 0001259887 |
AUM | $15.6 BB (2024-03-19) |
Employees | 53 (26% Investors, 0% Brokers) |
Phone | 804-775-0317 |
Address | 1800 Bayberry Court, Suite 301 Richmond, VA 23226 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.6 | |
FIS | 57.6 | 0.5 | |
APD | 53.8 | 0.5 | |
TXN | 142.2 | 0.5 | |
PGR | 67.5 | 0.4 | |
ENTG | 14.1 | 0.4 | |
NSC | 54.0 | 0.4 | |
MSFT | 1,918.2 | 0.4 | |
SCHW | 121.7 | 0.4 | |
LOW | 111.7 | 0.4 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6,609 | 1.8 |
(b) Individuals (high net worth individuals) | 662 | 2.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 5 | 7.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 51 | 1.4 |
(h) Charitable organizations | 157 | 0.6 |
(i) State or municipal government entities | 14 | 0.5 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 3 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 486 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 7,987 | 15.6 |
By Discretionary | ||
Discretionary | 7,987 | 15.6 |
Non-Discretionary | 0 | 0.0 |
Total | 7,987 | 15.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 15.6 | |
Total | 7,987 | 15.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001259887] | |
SC 13G | [0001259887] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Choreo LLC
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|
IL | 16.0 |
Waverton Investment Management Limited
✚
|
15.9 | |
T Rowe Price Singapore Private Ltd
✚
|
15.7 | |
Merganser Capital Management LLC
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|
MA | 15.6 |
RWA Wealth Partners LLC
✚
|
MA | 15.4 |
Troy Asset Management Ltd
✚
|
15.4 | |
Letko Brosseau & Associates Inc
✚
|
15.4 | |
Yousif Capital Management LLC
✚
|
MI | 15.0 |
Fiduciary Management Inc
✚
|
WI | 14.9 |
Vaughan Nelson Investment Management LP
✚
|
TX | 14.7 |