Brockenbrough

Asset Manager SEC-registered adviser

Legal name: Lowe, Brockenbrough & Company, Inc.

Richmond, VA Website LinkedIn

AUM

$5.5B
Regulatory AUM

Private funds

58
Private Equity 46 · Hedge Fund 7 · Real Estate 3 · Other 2

Private fund assets

$1.5B
Gross asset value

Employees

31

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed May 13, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

A
Austin Brockenbrough III
Managing Director & Chairman of the Board
Source: SEC Form ADV
A
Austin Brockenbrough IV
Managing Director; President; Executive Committee
Source: SEC Form ADV
C
Charles Caravati
Managing Director & Secretary; Executive Committee
Source: SEC Form ADV
C
Christopher Dion
Managing Director; Executive Committee
Source: SEC Form ADV
D
David Lyons
Chief Compliance Officer (01/2021); Managing Director; Treasurer (09/2000) ; Executive Committee
Source: SEC Form ADV
M
Matthew Shaia
Managing Director; Executive Committee
Source: SEC Form ADV
W
Walter Robertson
Managing Director; Executive Committee
Source: SEC Form ADV

Funds(58)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Bespoke Capital Strategies LP - Series Taxable Global EquityHedge Fund$224.1M$36.9M30Dec 2025Warm
Bespoke Capital Strategies LP - Series Tax-Exempt Global EquityHedge Fund$186.6M$159.2M32Dec 2025Warm
Bespoke Capital Strategies LP - Series Taxable Hedged EquityHedge Fund$141.9M$35.3M34Dec 2025Warm
Bespoke Capital Strategies LP - Series Tax-Exempt Hedged EquityHedge Fund$91.5M$76.4M41Dec 2025Warm
Bespoke Capital Strategies LP - Series Taxable Absolute StrategiesHedge Fund$82.7M$23.0M32Dec 2025Warm
Bespoke Capital Strategies LP - Series Tax-Exempt Absolute StrategiesHedge Fund$59.7M$56.8M40Dec 2025Warm
Bespoke Capital Strategies LP - Series Te Fixed Income StrategiesHedge Fund$18.3M$19.8M12Dec 2025Warm
Bespoke Private Strategies LP - Series Taxable Qp 2025Private Equity$17.7M——Jun 2025Cool
Bespoke Private Strategies LP - Series Taxable 2025Private Equity$16.4M——Jun 2025Cool
Bespoke Private Strategies LP - Series Tax-Exempt 2024Private Equity$45.2M$41.6M28Feb 2025Cool
Bespoke Private Strategies LP - Series Taxable Qp 2024Private Equity$31.2M$28.8M47Feb 2025Cool
Bespoke Private Strategies LP - Series Tax-Exempt Qp 2024Private Equity$29.7M$21.8M25Feb 2025Cool
Bespoke Private Strategies LP - Series Taxable 2024Private Equity$4.6M$4.6M21Feb 2025Cool
Bespoke Private Strategies LP - Series Tax-Exempt 2023Private Equity$40.9M$39.5M27Jan 2024Cold
Bespoke Private Strategies LP - Series Taxable Qp 2023Private Equity$29.2M$28.5M49Jan 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105142
SEC file number
801-6691

Sources