AKRE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MIDDLEBURG, Virginia
- CRD number
- 109242
- Registered since
- January 12, 2000
- Website
- www.akrecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies83.33%
- Pooled Investment Vehicles10.59%
- Corporations / Businesses3.62%
- HNWI1.97%
- Individuals0.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Akre Capital Management, LLC is a Delaware-style limited liability company operating as a hedge fund manager and registered investment adviser since 2000. The firm serves both individual/family clients and institutional investors, offering portfolio management across separately managed accounts, pooled investment vehicles and investment companies. Business activities listed include acting as a CPO/CTA and serving as sponsor, general partner or managing member of pooled vehicles. Compensation combines a percentage-of-assets arrangement with performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
2 of 2QUINN MORRIS
Chief Compliance OfficerCRD 6777341
CHARLES AKRE
Chief Executive Officer and Chief Investment OfficerCRD 2211
Contacts
3 of 8John OBannon
DirectorCRD 5135922
ANDREW MILLETTE
Research AnalystCRD 6513749
CAROLYN HYLTON
Director of Client ServicesCRD 4668812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIDDLEBURG, VA
LOUDOUN
Location
MIDDLEBURG, VA
Headquartered in MIDDLEBURG, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 2 W Marshall St
- Time zone
- ET (UTC-5)
- Office locations
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