| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 09/26/1977 |
| ADV Location | GLEN ALLEN, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 825,641,317 24% |
| of that, discretionary | 825,641,317 24% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,212,395 14% |
| % High Net Worth | 60.78% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WASHINGTON TRUST ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.4b | #Funds- | |
| Adviser SLAYTON LEWIS INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM334.4m | #Funds- | |
| Adviser REICHARD CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM341.0m | #Funds- | |
| Adviser DUDLEY CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM291.7m | #Funds- | |
| Adviser J. MARK NICKELL & CO. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM146.4m | #Funds- | |
| Adviser 44 WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM487.4m | #Funds- | |
| Adviser THE WEALTH COLLABORATIVE, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM791.6m | #Funds- | |
| Adviser TANDEM CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM279.7m | #Funds- | |
| Adviser BARNSTONE ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM241.1m | #Funds- | |
| Adviser BROOKS, MOORE & ASSOCIATES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM348.9m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker45867G101 | Stock NameINTERDIGITAL INC | $ Position$39,833,976 | % Position6.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker724479100 | Stock NamePITNEY BOWES INC | $ Position$39,248,367 | % Position6.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker389375106 | Stock NameGRAY MEDIA INC | $ Position$31,917,547 | % Position5.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker65336K103 | Stock NameNEXSTAR MEDIA GROUP INC | $ Position$24,916,225 | % Position4.00% | $ Change-7.00% | # Change3.00% |
| Stck Ticker00081T108 | Stock NameACCO BRANDS CORP | $ Position$29,144,552 | % Position4.00% | $ Change-1.00% | # Change-2.00% |
| Stck Ticker004816104 | Stock NameACME UTD CORP | $ Position$23,792,730 | % Position4.00% | $ Change5.00% | # Change-21.00% |
| Stck Ticker008474108 | Stock NameAGNICO EAGLE MINES LTD | $ Position$24,903,937 | % Position4.00% | $ Change11.00% | # Change-6.00% |
| Stck Ticker20602D101 | Stock NameCONCENTRIX CORP | $ Position$21,393,718 | % Position3.00% | $ Change-12.00% | # Change-21.00% |
| Stck Ticker60786M105 | Stock NameMOELIS & CO | $ Position$22,217,096 | % Position3.00% | $ Change-7.00% | # Change5.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$17,734,355 | % Position3.00% | $ Change-12.00% | # Change-1.00% |