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Appomattox Advisory, Inc

● SEC registered since 2010CRD 153731SEC# 801-71652New York, NY
Export (members)
Ranks #3,833 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$410.8M
Fund GAV
$78.2M
Private funds
7
Employees
6
Accounts
20
Location
New York, NY

Appomattox Advisory, Inc assets under management

Appomattox Advisory, Inc is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2010. It reports $410.8 million in regulatory assets under management and employs 6 people. Appomattox Advisory, Inc manages 7 private funds with combined gross assets of $78.2 million, including Hatchlings Fund Ltd. By regulatory assets, it ranks 3,833 of 5,911 private fund managers.

Appomattox Advisory, Inc private funds

7 funds · $78.2M GAV
FundTypeGross assetsMin.
Hatchlings Fund Ltd.Hedge$19.3M$250K
Bhm Archway Feeder L.P.Hedge$18.2M$100K
Archway Linse Cap F1 L.P.Private Equity$16.7M$50K
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Appomattox Advisory, Inc owners & executives

2 reported
NameTitleOwnershipSince
Kristin Marie KoloniarisChief Compliance OfficerUnder 5%2022
Susan Patterson Webb ControlCeo & CioOver 75%2005

Frequently asked questions

How much does Appomattox Advisory, Inc manage?

Appomattox Advisory, Inc reports $410.8 million in regulatory assets under management on its Form ADV.

How many private funds does Appomattox Advisory, Inc manage?

Appomattox Advisory, Inc manages 7 private funds with combined gross assets of $78.2 million.

How many employees does Appomattox Advisory, Inc have?

Appomattox Advisory, Inc reports 6 employees.

Where is Appomattox Advisory, Inc located?

Appomattox Advisory, Inc is based in New York, NY and has been SEC-registered since 2010.

Does Appomattox Advisory, Inc disclose fund performance?

Appomattox Advisory, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address551 5th Ave, 26th Floor, New York, NY 10176
Phone212-895-3000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$90.7M
Non-discretionary$320.1M
Total (RAUM)$410.8M

Service providers