Foxhaven Asset Management, Lp
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Overview
Foxhaven Asset Management, Lp operates as a financial advisor company located in Charlottesville, Virginia. Foxhaven Asset Management, Lp manages $4.4 billion in assets under management across five accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has a small team, including 6 financial advisors. Foxhaven Asset Management, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Foxhaven Asset Management, Lp manages all of its client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without needing to seek client authorization. The advisory firm's typical account size is $886.9 million. The typical financial advisor at Foxhaven Asset Management, Lp manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's headquarters is located at 550 E Water Street, Charlottesville, Virginia 22902. The firm is legally registered to provide services to investors throughout a few states, including Connecticut and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foxhaven Asset Management, Lp by the Numbers
$4.4 billion
10
5
$886.9 million
Fee Structure
A financial advisor's fees largely depend on which services are provided. Fee types charged by the firm likely are comprised of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Foxhaven Asset Management, Lp caters to pooled investment vehicles. Out of its five accounts, Foxhaven Asset Management, Lp's largest client is pooled investment vehicles. About 40% of the firm's customers reside abroad.
- 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
Foxhaven Asset Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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