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CROW'S NEST HOLDINGS LP

5820 Patterson Avenue
Suite 202
Richmond, Virginia 23226
Tel: (917) 596-6689

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About CROW'S NEST HOLDINGS LP

CROW'S NEST HOLDINGS LP, formally registered with the SEC as CROW'S NEST HOLDINGS LP. The firm was established in 11/01/2021. They have over 1 offices throughout the country.

CROW'S NEST HOLDINGS LP is a Richmond, Virginia based Financial Planning firm with nearly $765,907,351 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#316652
SEC#801-122625
Assets Managed by Firm$765,907,351
No. of Clients3
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$765,907,351

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