Thetford Investment Management Inc

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Assets, Funds, Holdings

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Thetford Investment Management Inc
CRD #113426
SEC #801-28429
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone804-782-9338
Address5516 Falmouth Street
Richmond, VA 23230-1819
Source [IAPD]
Total AUM ($MM)
16012896643201999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 35 3.4
(b) Individuals (high net worth individuals) 21 64.3
(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 0 0.0
(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 3 9.2
(n) Other 0 0.0
Total 90 76.9
By Discretionary
Discretionary 82 75.4
Non-Discretionary 8 1.4
Total 90 76.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 76.9
Total 90 76.9
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