|
⚲
|
| Wilbanks Smith & Thomas Asset Management LLC
✚
|
|
|---|---|
| CRD # | 106060 |
| SEC # | 801-37972 |
| CIK # | 0001007399 |
| AUM | $190.8 MM (2024-05-01) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 757-623-3676 |
| Address | 150 West Main Street Norfolk, VA 23510 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Legacy SSN SPV LLC | 2021-10-22 | 15.2 | |
| Other | WST Income Fund II LLC | 2021-10-22 | 6.2 | |
| Other | WST Income Fund I LLC | 2020-03-30 | 0.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 0.2 |
| By Discretionary | ||
| Discretionary | 4 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 4 | 0.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001007399] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
✚
|
VA | 0.2 |
|
Lafayette Advisors LLC
✚
|
VA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlantic Union Municipal Advisors Inc
✚
|
VA | 0.2 |
|
Plus Capital Management LLC
✚
|
CA | 0.2 |
|
Retirement Planology Inc
✚
|
VA | 0.2 |
|
Accion Impact Management LLC
✚
|
DC | 0.2 |
|
Calumet Capital Partners LLC
✚
|
FL | 0.2 |
|
Donald Smith LP
✚
|
NY | 0.2 |
|
Millington Securities LLC
✚
|
NJ | 0.2 |
|
Securities Capital Partners Management Company LLC
✚
|
NC | 0.2 |
|
Long Short Advisors LLC
✚
|
FL | 0.2 |
|
Unitas Capital PTE Ltd
✚
|
0.2 |