9AT: LAFAYETTE ADVISORS LLC

Adviser Profile

As of Date	11/09/2024
Registration status	Terminated
ADV Location	NORFOLK, VA, United States
Contact Info	757 xxxxxxx

AUM^*	41,526,332 14%
of that, discretionary	41,526,332 14%
Number of Employees	8
of those in investment advisory functions	5
Private Fund GAV^*	0
Avg Account Size	8,305,266 -77%
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

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 FS REIT ADVISOR, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.1b	#Funds-
Adviser PNC STEEL CITY ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.7b	#Funds-
Adviser COLUMBIA CENT CLO ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund3.0b	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM3.0b	#Funds10
Adviser WEDGEWOOD ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund87.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund87.1m	Total Private Fund GAV174.5m	AUM174.5m	#Funds2
Adviser DAUNTLESS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund112.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund34.6m	Total Private Fund GAV147.0m	AUM283.5m	#Funds12
Adviser BAYESIAN CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM228.8m	#Funds-
Adviser MODERN CAPITAL MANAGEMENT, CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM90.7m	#Funds-
Adviser WILDCAT CAPITAL MANAGEMENT, LLC	Hedge Fund4.0b	Liquidity Fund-	Private Equity Fund121.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1b	AUM4.1b	#Funds9
Adviser BRIGADE CAPITAL UK LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM31.3b	#Funds-
Adviser CAPITOLIS ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-

Brochure Summary

Overview

Lafayette Advisors, LLC was founded in 2012 and is located at 150 West Main Street, Norfolk, Virginia 23510. Lafayette acts as advisor to a Collective Investment Trust with a series of collective investment funds (“Funds”) for which it has retained its affiliated investment advisory firm, Wilbanks, Smith & Thomas Asset Management, LLC (“WST”) to provide sub advisory services to manage on a fully discretionary basis based upon the stated investment objectives of the Funds as well as any other applicable regulatory limitations. You will receive a separate disclosure brochure (Form ADV 2A) for WST (“WST Disclosure Brochure”) which contains important information relating to the investment strategies, investment processes and brokerage practices of WST which should be reviewed carefully. The general investment strategy for the Funds is to invest its assets primarily in U.S. and foreign stocks, bonds and cash equivalents primarily through a combination of mutual funds, exchange-traded funds, and money

market vehicles which collectively seek to achieve stated investment objectives and investment allocation strategies. We do not provide legal, tax, or accounting advice or services and it should not be assumed that we are providing such services at any time. Also, it should be understood that, generally speaking, securities or other investments made on behalf of the Funds are not deposits or obligations of any bank, are not endorsed or guaranteed by any bank and are not insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency and that neither Lafayette nor any of its affiliated companies, including WST, is a trust or banking institution. The principal owners of Lafayette are Wilbanks, Smith & Thomas Asset Management, LLC and Novus Advisors, LLC. The amount of client assets we manage on a discretionary basis as of December 31, 2023, is $41,526,332. Lafayette Advisors, LLC does not manage any client assets on a non-discretionary basis.

LAFAYETTE ADVISORS LLC

LAFAYETTE ADVISORS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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LAFAYETTE ADVISORS LLC LAFAYETTE ADVISORS LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LAFAYETTE ADVISORS LLC

LAFAYETTE ADVISORS LLC