Lowe, Brockenbrough & Company, Inc.
● SEC registered since 1970CRD 105142SEC# 801-6691Richmond, VA
Ranks #1,245 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.49B
Fund GAV
$2.79B
Private funds
58
Employees
31
Accounts
568
Location
Richmond, VA
Lowe, Brockenbrough & Company, Inc. assets under management
Lowe, Brockenbrough & Company, Inc. operates as an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 1970. It reports $5.5 billion in regulatory assets under management and employs 31 people. Lowe, Brockenbrough & Company, Inc. manages 58 private funds with combined gross assets of $2.8 billion, including Bespoke Capital Strategies LP - Series Taxable Global Equity. By regulatory assets, it ranks 1,245 of 6,004 private fund managers.
Lowe, Brockenbrough & Company, Inc. private funds
58 funds · $2.79B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bespoke Capital Strategies LP - Series Taxable Global Equity | Hedge | $224.1M | $47K |
| Bespoke Capital Strategies LP - Series Tax-Exempt Global Equity | Hedge | $186.6M | $110K |
| Bespoke Capital Strategies LP - Series Taxable Hedged Equity | Hedge | $141.9M | $45K |
| Bespoke Private Strategies LP - Series Master 2021 | Private Equity | $123.5M | $50K |
| Bespoke Private Strategies LP - Series Master 2022 | Private Equity | $115.1M | $50K |
| Bespoke Private Strategies LP - Series Master 2020 | Private Equity | $112.9M | $40K |
| Bespoke Private Strategies LP - Series Master 2018 | Private Equity | $100.1M | $30K |
| Bespoke Private Strategies LP - Series Tax-Exempt 2020 | Private Equity | $92.9M | $50K |
| Bespoke Capital Strategies LP - Series Tax-Exempt Hedged Equity | Hedge | $91.5M | $110K |
| Bespoke Private Strategies LP - Series Tax-Exempt 2021 | Private Equity | $85.2M | $100K |
See all 58 funds — unlock the full record.
Join to unlock · $37/moLowe, Brockenbrough & Company, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2005 Trust Control | Owner | 10-25% | 2005 |
| 2019 Dynasty Trust Control | Owner | 25-50% | 2019 |
| Austin Brockenbrough III Control | Managing Director & Chairman Of The Board | Under 5% | 1970 |
| Austin Brockenbrough IV Control | Managing Director; President; Executive Committee | 5-10% | 2005 |
| Charles Martin Caravati Control | Managing Director & Secretary; Executive Committee | 5-10% | 1998 |
| Christopher John Dion Control | Managing Director; Executive Committee | Under 5% | 2021 |
| David Allen Lyons Control | Chief Compliance Officer (01/2021); Managing Director; Treasurer (09/2000) ; Executive Committee | 5-10% | 2000 |
| Matthew Philip Shaia Control | Managing Director; Executive Committee | Under 5% | 2025 |
| Walter Spencer Robertson Control | Managing Director; Executive Committee | Under 5% | 2016 |
| Austin Brockenbrough IV Control | Trustee | Over 75% | 2005 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lowe, Brockenbrough & Company, Inc. manage?
Lowe, Brockenbrough & Company, Inc. reports $5.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Lowe, Brockenbrough & Company, Inc. manage?
Lowe, Brockenbrough & Company, Inc. manages 58 private funds with combined gross assets of $2.8 billion.
How many employees does Lowe, Brockenbrough & Company, Inc. have?
Lowe, Brockenbrough & Company, Inc. reports 31 employees.
Where is Lowe, Brockenbrough & Company, Inc. located?
Lowe, Brockenbrough & Company, Inc. is based in Richmond, VA and has been SEC-registered since 1970.
Does Lowe, Brockenbrough & Company, Inc. disclose fund performance?
Lowe, Brockenbrough & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 920 Libbie Ave., Suite 201, Richmond, VA 23226-2050 |
| Phone | 804-288-0404 |
| Fax | 804-288-7872 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.49B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$5.49Bregulatory AUM
Discretionary $4.83BNon-discretionary $657.3M
Fund type mix
Private Equity46
Hedge7
Real Estate3
Other Private2