5820 Patterson Avenue
Suite 202
Richmond, Virginia 23226
Tel: (917) 596-6689
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316652 |
| SEC# | 801-122625 |
| Assets Managed by Firm | $765,907,351 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $765,907,351 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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