Appomattox Advisory, Inc
● SEC registered since 2010CRD 153731SEC# 801-71652New York, NY
Ranks #4,130 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$425.6M
Fund GAV
$67.8M
Private funds
7
Employees
6
Accounts
22
Location
New York, NY
Appomattox Advisory, Inc assets under management
Appomattox Advisory, Inc is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2010. It reports $425.6 million in regulatory assets under management and employs 6 people. Appomattox Advisory, Inc manages 7 private funds with combined gross assets of $67.8 million, including Archway Linse Cap F1 L.P. By regulatory assets, it ranks 4,130 of 6,004 private fund managers.
Appomattox Advisory, Inc private funds
7 funds · $67.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Archway Linse Cap F1 L.P. | Private Equity | $19M | $50K |
| Bhm Archway Feeder L.P. | Hedge | $14.5M | $100K |
| McP Linse Capital Fund 1 | Private Equity | $12.1M | $50K |
See all 7 funds — unlock the full record.
Join to unlock · $37/moAppomattox Advisory, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristin Marie Koloniaris | Chief Compliance Officer | Under 5% | 2022 |
| Susan Patterson Webb Control | Ceo & Cio | Over 75% | 2005 |
Frequently asked questions
How much does Appomattox Advisory, Inc manage?
Appomattox Advisory, Inc reports $425.6 million in regulatory assets under management on its Form ADV.
How many private funds does Appomattox Advisory, Inc manage?
Appomattox Advisory, Inc manages 7 private funds with combined gross assets of $67.8 million.
How many employees does Appomattox Advisory, Inc have?
Appomattox Advisory, Inc reports 6 employees.
Where is Appomattox Advisory, Inc located?
Appomattox Advisory, Inc is based in New York, NY and has been SEC-registered since 2010.
Does Appomattox Advisory, Inc disclose fund performance?
Appomattox Advisory, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 551 5th Ave, 26th Floor, New York, NY 10176 |
| Phone | 212-895-3000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$425.6M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$425.6Mregulatory AUM
Discretionary $68.4MNon-discretionary $357.2M
Fund type mix
Private Equity4
Hedge3
Service providers
Custodian
Administrator