Crow'S Nest Holdings Lp
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Overview
Crow'S Nest Holdings Lp is an advisory firm located in Richmond, Virginia. The firm controls $505.7 million in total assets across three customer accounts, making it one of the larger firms in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Crow'S Nest Holdings Lp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, options and bonds.
Crow'S Nest Holdings Lp manages all of the firm's client assets on a discretionary basis. Discretionary management means that transaction decisions are made by a portfolio manager without requiring the client's permission. The advisory firm's average account size is $168.6 million. The average advisor at Crow'S Nest Holdings Lp oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
Crow'S Nest Holdings Lp's headquarters is at 5820 Patterson Avenue, Richmond, Virginia 23226. The firm is permitted to provide services to clients in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crow'S Nest Holdings Lp by the Numbers
$505.7 million
4
3
$168.6 million
Fee Structure
Financial advisory fees usually are based on the services offered. Fee types billed by the firm likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Crow'S Nest Holdings Lp caters to pooled investment vehicles. Out of its three customers, Crow'S Nest Holdings Lp's largest client is pooled investment vehicles. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Crow'S Nest Holdings Lp does not have any disclosures.
Please visit its Form ADV for more details.
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