| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bespoke Capital Strategies LP - Series Taxable Global Equity | Hedge | $142.5M | $47K |
| Bespoke Private Strategies LP - Series Master 2021 | Private Equity | $114.8M | $50K |
| Bespoke Private Strategies LP - Series Master 2022 | Private Equity | $109.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 2005 Trust Control | Owner | 10-25% | 2005 |
| 2019 Dynasty Trust Control | Owner | 25-50% | 2019 |
| Austin Brockenbrough III Control | Managing Director & Chairman Of The Board | Under 5% | 1970 |
Lowe, Brockenbrough & Company, Inc. reports $5.4 billion in regulatory assets under management on its Form ADV.
Lowe, Brockenbrough & Company, Inc. manages 54 private funds with combined gross assets of $2.3 billion.
Lowe, Brockenbrough & Company, Inc. reports 32 employees.
Lowe, Brockenbrough & Company, Inc. is based in Richmond, VA and has been SEC-registered since 1970.
Lowe, Brockenbrough & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 920 Libbie Ave., Suite 201, Richmond, VA 23226-2050 |
| Phone | 804-288-0404 |
| Fax | 804-288-7872 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.86B |
| Non-discretionary | $587M |
| Total (RAUM) | $5.44B |