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Signature Financial Management Inc

● SEC registered since 1994CRD 106375SEC# 801-47290Norfolk, VA
Export (members)
Ranks #1,011 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.57B
Fund GAV
$1.68B
Private funds
16
Employees
36
Accounts
1,606
Location
Norfolk, VA

Signature Financial Management Inc assets under management

Signature Financial Management Inc is a registered investment adviser overseen by the SEC based in Norfolk, VA. The firm has been registered since 1994. It reports $7.6 billion in regulatory assets under management and employs 36 people. Signature Financial Management Inc manages 16 private funds with combined gross assets of $1.7 billion, including Sfm Global Strategies Qp, L.P. By regulatory assets, it ranks 1,011 of 6,004 private fund managers.

Signature Financial Management Inc private funds

16 funds · $1.68B GAV
FundTypeGross assetsMin.
Sfm Global Strategies Qp, L.P.Hedge$673.7M$1M
Sfm Capital Markets, L.P.Other Private$367.2M$250K
Sfm Opportunities V, L.P.Private Equity$100.8M$250K
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Signature Financial Management Inc owners & executives

8 reported
NameTitleOwnershipSince
Brett David Rogers ControlGeneral CounselUnder 5%2010
Brown Advisory Incorporated ControlHolding CompanyOver 75%2018
Logie Charles Lloyd Fitzwilliams ControlCo-President & Co-CeoUnder 5%2025
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Frequently asked questions

How much does Signature Financial Management Inc manage?

Signature Financial Management Inc reports $7.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Signature Financial Management Inc manage?

Signature Financial Management Inc manages 16 private funds with combined gross assets of $1.7 billion.

How many employees does Signature Financial Management Inc have?

Signature Financial Management Inc reports 36 employees.

Where is Signature Financial Management Inc located?

Signature Financial Management Inc is based in Norfolk, VA and has been SEC-registered since 1994.

Does Signature Financial Management Inc disclose fund performance?

Signature Financial Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 W. Main Street, Suite 700, Norfolk, VA 23510-1676
Phone757-625-7670
Fax888-295-7101
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1542162
Discloses disciplinary historyNo

Regulatory AUM

$7.57B▲ 10%
Feb '25 — $6.88BMar '25 — $7.32BApr '25 — $7.32BMay '25 — $7.32BJun '25 — $7.32BJul '25 — $7.32BAug '25 — $7.32BSep '25 — $7.32BOct '25 — $7.32BNov '25 — $7.32BDec '25 — $7.32BJan '26 — $7.32BFeb '26 — $7.32BMar '26 — $7.57BApr '26 — $7.57BMay '26 — $7.57BJun '26 — $7.57B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,004 private-fund managers
Number of fundsTop 16%
More funds than 84% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$7.57Bregulatory AUM
Discretionary $7.52BNon-discretionary $45.6M

Fund type mix

Private Equity13
Hedge2
Other Private1