| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Street Partners Financial LLC ("cspf") Control | Owner | Over 75% | 2017 |
| Joseph Redmond Schmuckler Control | Chief Executive Officer (cspf) | Under 5% | 2015 |
| Kevin Lee Mitchell Control | Chief Financial Officer, Director | Under 5% | 2017 |
Cary Street Partners Asset Management LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Cary Street Partners Asset Management LLC reports 48 employees.
Cary Street Partners Asset Management LLC is based in Richmond, VA and has been SEC-registered since 2017.
Cary Street Partners Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 901 East Byrd Street, Suite 1001, Richmond, VA 23219 |
| Phone | 804-340-8100 |
| Fax | 804-381-6055 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845445 |
| Discloses disciplinary history | No |
| Discretionary | $1.47B |
| Non-discretionary | $21.9M |
| Total (RAUM) | $1.49B |