PPrivate Fund Data Log in Join · $37/mo

Cobblestone Asset Management LLC

● SEC registered since 2023CRD 326545SEC# 801-128273Richmond, VA
Export (members)
Reg. AUM
$180.8M
Employees
4
Accounts
767
Location
Richmond, VA

Cobblestone Asset Management LLC assets under management

Cobblestone Asset Management LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2023. It reports $180.8 million in regulatory assets under management and employs 4 people.
www.facebook.com/cobblestoneassetmanagementView on SEC.gov ↗

Cobblestone Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Robert Krafcik ControlManaging Member And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Cobblestone Asset Management LLC manage?

Cobblestone Asset Management LLC reports $180.8 million in regulatory assets under management on its Form ADV.

How many employees does Cobblestone Asset Management LLC have?

Cobblestone Asset Management LLC reports 4 employees.

Where is Cobblestone Asset Management LLC located?

Cobblestone Asset Management LLC is based in Richmond, VA and has been SEC-registered since 2023.

Does Cobblestone Asset Management LLC disclose fund performance?

Cobblestone Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9011 Arboretum Parkway, Suite 180, Richmond, VA 23236
Phone804-272-8272
Fax804-272-8269
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1994512
Discloses disciplinary historyNo

Assets under management

Discretionary$180.8M
Non-discretionary$0
Total (RAUM)$180.8M