The CARY STREET PARTNERS INVESTMENT ADVISORY LLC is a privately held investment adviser that advises $11.9Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CARY STREET PARTNERS INVESTMENT ADVISORY LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 179.14% over the last 5-years.
The Group has been registered with the SEC for 20.98 years and is comprised of 2 filing and 0 relying advisers. They operate out of 22 office locations with their Headquarters at 901 EAST BYRD STREET SUITE 1001, RICHMOND, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 231 employees comprised of 93 investment and 138 non-investment staff. The total number of Employees increased by 71.11% over the last 5-years.
Their $11.9Bn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 378 other accounts. Assets of High Net Worth Individuals clients own $8.44Bn or 70.96% of Total Assets and Individuals own $1.75Bn or 14.67% of Total Assets.
The Group's top investment strategies include Multi Strat and Traditional LBO, representing 100% and 0% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CARY STREET PARTNERS INVESTMENT ADVISORY LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.