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 an SEC-registered investment manager organized as an LLC and operating since 2000. It is classified as a hedge fund manager that serves both individual/family and institutional clients. The firm charges asset-based fees alongside performance fees and operates in roles beyond advisory — acting as a sponsor, general partner/managing member of pooled vehicles and reporting CPO/CTA activities. Its advisory remit includes portfolio management for individuals and small businesses, for investment companies, for pooled investment vehicles, and for business or institutional clients. Akre does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided filings.
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 8
John 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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