Cary Street Partners Asset Management LLC
● SEC registered since 2017CRD 289178SEC# 801-110994Richmond, VA
Reg. AUM
$1.45B
Employees
49
Accounts
3,451
Location
Richmond, VA
Cary Street Partners Asset Management LLC assets under management
Cary Street Partners Asset Management LLC operates as an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 49 people.
Cary Street Partners Asset Management LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Street Partners Financial LLC ("cspf") Control | Owner | Over 75% | 2017 |
| Joseph Redmond Schmuckler Control | Chief Executive Officer (cspf) | Under 5% | 2015 |
| Kevin Lee Mitchell Control | Chief Financial Officer, Director | Under 5% | 2017 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cary Street Partners Asset Management LLC manage?
Cary Street Partners Asset Management LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cary Street Partners Asset Management LLC have?
Cary Street Partners Asset Management LLC reports 49 employees.
Where is Cary Street Partners Asset Management LLC located?
Cary Street Partners Asset Management LLC is based in Richmond, VA and has been SEC-registered since 2017.
Does Cary Street Partners Asset Management LLC disclose fund performance?
Cary Street Partners Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 East Byrd Street, Suite 1001, Richmond, VA 23219 |
| Phone | 804-340-8100 |
| Fax | 804-381-6055 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845445 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.45B▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$1.45Bregulatory AUM
Discretionary $1.42BNon-discretionary $26.1M