Investment adviser · CRD 105142
BROCKENBROUGH
Investment adviser filing (IA)
LOWE, BROCKENBROUGH & COMPANY, INC.
RICHMOND, VA, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $5.49B Form ADV · Item 5.F
- Client accounts
- 568 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 364 | $2,288,687,846 | 41.7% |
| Pooled investment vehicles | 20 | $1,484,252,538 | 27.0% |
| Charities | 41 | $833,760,323 | 15.2% |
| Government entities | Fewer than 5 | $554,477,042 | 10.1% |
| Corporations & businesses | 20 | $209,186,882 | 3.8% |
| Investment companies | 1 | $65,756,109 | 1.2% |
| Individuals | 118 | $33,949,579 | 0.6% |
| Retirement plans | Fewer than 5 | $17,721,347 | 0.3% |
Filing source
Form ADV 2105541 · May 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
36 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BESPOKE CAPITAL STRATEGIES LP - SERIES TAXABLE GLOBAL EQUITYHedge Fund · Last reported May 13, 2026$224MGross asset value
Form D fundraising filings
Bespoke Capital Strategies, L.P. - Series Taxable Global Equity
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-2313686986
- Reported beneficial owners
- 47
- Minimum commitment
- $47.4K
- Form D file number
- 021-500143
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE CAPITAL STRATEGIES LP - SERIES TAXABLE HEDGED EQUITYHedge Fund · Last reported May 13, 2026$142MGross asset value
Form D fundraising filings
Bespoke Capital Strategies, L.P. - Series Taxable Hedged Equity
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-4195261182
- Reported beneficial owners
- 57
- Minimum commitment
- $44.7K
- Form D file number
- 021-500149
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE PRIVATE STRATEGIES LP - SERIES MASTER 2021Private Equity Fund · Last reported May 13, 2026$124MGross asset value
Feeder funds
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAXABLE 2021
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAX-EXEMPT 2021
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-6697338015
- Reported beneficial owners
- 96
- Minimum commitment
- $50K
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE PRIVATE STRATEGIES LP - SERIES MASTER 2022Private Equity Fund · Last reported May 13, 2026$115MGross asset value
Feeder funds
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAXABLE 2022
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAX-EXEMPT 2022
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-3755986657
- Reported beneficial owners
- 106
- Minimum commitment
- $50K
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE PRIVATE STRATEGIES LP - SERIES MASTER 2020Private Equity Fund · Last reported May 13, 2026$113MGross asset value
Feeder funds
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAXABLE 2020
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAX-EXEMPT 2020
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-9018152039
- Reported beneficial owners
- 92
- Minimum commitment
- $40K
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE PRIVATE STRATEGIES LP - SERIES MASTER 2018Private Equity Fund · Last reported May 13, 2026$100MGross asset value
Feeder funds
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAXABLE 2018
- BESPOKE PRIVATE STRATEGIES LP - SERIES TAX-EXEMPT 2018
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-2068548512
- Reported beneficial owners
- 73
- Minimum commitment
- $30K
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BESPOKE CAPITAL STRATEGIES LP - SERIES TAXABLE ABSOLUTE STRATEGIESHedge Fund · Last reported May 13, 2026$82.7MGross asset value
Form D fundraising filings
Bespoke Capital Strategies, L.P. - Series Taxable Absolute Strategies
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-7199692693
- Reported beneficial owners
- 54
- Minimum commitment
- $43.9K
- Form D file number
- 021-500227
Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
920 LIBBIE AVE., SUITE 201RICHMOND, VA, 23226-2050, United States
CRD 105142
Filing source
Form ADV 2105541 · May 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.