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Building 2AKRE CAPITAL MANAGEMENT, LLC

Map pinMIDDLEBURG, VA
Phone540-687-8923
NotebookSEC #801-57156
Total AUM
$11.8B
Employees
12
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WEST MARSHALL STREET
MIDDLEBURG
VA 20117
United States
Operating Hours
9-5
Monday - Friday
Phone
540-687-8923

ReceiptFinancials

Total AUM
$11.8B
Accounts
218
Discretionary
$11.8B
Accounts
218
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$38.3M
HNW Individual Clients
89
AUM
$233.4M
Investment Company Clients
1
AUM
$9.9B
Pooled Vehicle Clients
3
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
6
AUM
$18.3M
Corporation or Business Clients
15
AUM
$427.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAMAMDMEMONYPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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