Investment adviser · CRD 128545

CARY STREET PARTNERS

Investment adviser filing (IA)

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

RICHMOND, VA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $10.3B
Client accounts: 16,731
Employees: 182
Advisory professionals: 85

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,175	$7,445,316,855	72.6%
Individuals	4,466	$1,463,024,553	14.3%
Retirement plans	190	$802,054,344	7.8%
Corporations & businesses	100	$237,691,905	2.3%
Charities	53	$155,714,662	1.5%
Insurance companies	Fewer than 5	$147,675,068	1.4%
Government entities	Fewer than 5	$786,914	0.0%

Filing source

Form ADV 2070429 · Mar 30, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

JEFFERSON GLOBAL GROWTH FUND, L.P.Hedge Fund · Last reported Mar 31, 2014$40MGross asset value

Form D fundraising filings

Jefferson Global Growth Fund, L.P.

Feeder funds

JEFFERSON GLOBAL GROWTH FUND, LTD.

Fund administrator ADMIRAL ADMINISTRATION (US) LLC MANAKIN-SABOT, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ARTHUR F. BELL, JR. & ASSOCIATES, LLC HUNT VALLEY, Maryland, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian CITI HEDGE FUND SERVICES NORTH AMERICA, INC. ROSELAND, New Jersey, United States Related to adviser: No

Custodian FUND G CUSTODIAN NEW YORK, New York, United States Related to adviser: No

Custodian GLOBAL DISTRIBUTION AND TRANSFER AGENCY, FUND SERVICES MAPLETREE BUSINESS CITY, Singapore Related to adviser: No

Custodian GLOBEOP FINANCIAL SERVICES NEW YORK, New York, United States Related to adviser: No

Custodian INTERNATIONAL FUND SERVICES (N.A.) LLC NEW YORK, New York, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK, N.A. FORT WORTH, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-5875919936
Reported beneficial owners: 22
Minimum commitment: $2M
Form D file number: 021-163025

Form ADV 812793 · Mar 31, 2014 · 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: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

901 EAST BYRD STREET, SUITE 1001
RICHMOND, VA, 23219, United States

CRD 128545

Filing source

Form ADV 2070429 · Mar 30, 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.