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Private Advisors LLC
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Richmond, Virginia
$5.2 billion AUM
5 offices

Private Advisors LLC is based in Richmond, Virginia and has $5.2 billion in assets under management.

Location
Riverfront Plaza West
901 East Byrd Street, Suite 1400
Richmond, VA 23219
$5.2 billion
AUM
69
Employees
AUM Share
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$5,218,974,005
Assets under management
45 clients
Number of clients
Average investment size is $115,977,200
22% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals Fewer than 5 clients $10,164,939
Pooled investment vehicles 41 $4,346,681,380 83% $106,016,619
Charitable organizations Fewer than 5 clients $71,711,204
Other investment advisers Fewer than 5 clients $411,964,629
Insurance companies Fewer than 5 clients $378,451,853
Employees Share
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69
Employees
37
Investment analysts
54% of total employees
AUM per employee Share
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$5,218,974,005
Assets under management
$75,637,304
AUM per employee
$141,053,351
AUM per investment analyst
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Compensation

Private Advisors LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Private Advisors LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Provide investment supervisory services
Business activities
  • Registered representative of a broker-dealer
  • Commodity pool operator or commodity trading advisor
  • Borrow & spons referral for fees
Firm data Share
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CRD number 109,247
SEC number 801-55696
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 12, 2020

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