Cannae Advisors Virginia L.P. (Charlottesville)

Cannae Advisors Virginia L.P. is a large advisory firm based in Charlottesville. It manages $692.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Virginia.

Cannae Advisors Virginia provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cannae Advisors Virginia: assets under management

The assets under management (AUM) of Cannae Advisors Virginia L.P. is $692.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 98% since the beginning of its operation, and $692.1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $692.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $692.1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cannae Advisors Virginia L.P. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cannae Advisors Virginia serves?

The only and largest group of clients of Cannae Advisors Virginia is pooled investment vehicles with 1 clients and $692.1 million of assets under management. Among the 7 most similar advisory firms, Cannae Advisors Virginia has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $692.1 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Cannae Advisors Virginia also advises several private funds.

Careers at Cannae Advisors Virginia L.P.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Lydon Sheeran	General partner & chief compliance officer	1 Jan 2017	75% - 100%	4935020
Jocelyn M Dalkin	Chief compliance officer	1 Mar 2018	Other	6916088

Based in Charlottesville

The principal office where Cannae Advisors Virginia L.P. performs its advisory services is located at 1340 Sunset Circle, Charlottesville, VA 22901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-244-7994 or by fax N/A. The normal business hours are 8am - 5pm on Monday - Friday.