| Name | Title | Ownership | Since |
|---|---|---|---|
| Lucas Lee Swygard Control | President/Senior Financial Advisor | Over 75% | 2024 |
| Sally Shannon Orr | Chief Compliance Officer | Under 5% | 2024 |
James River Asset Management, LLC reports $236 million in regulatory assets under management on its Form ADV.
James River Asset Management, LLC reports 9 employees.
James River Asset Management, LLC is based in Midlothian, VA and has been SEC-registered since 2018.
James River Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15521 Midlothian Tnpk., Suite 100, Midlothian, VA 23113 |
| Phone | 804-323-0517 |
| Fax | 888-307-5162 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $217.9M |
| Non-discretionary | $18.1M |
| Total (RAUM) | $236M |