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- Custodian
- City National Bank
- Clients
- Retail and Institutional
- Platforms
- TimberSignal +more
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
About Appomattox Advisory, INC
Appomattox Advisory is an OCIO providing outsourced investment management and governance support for endowments, foundations, retirement plans, and institutional family offices. The team builds actively managed, multi-asset resilient portfolios and sources alternative managers across private capital strategies, including ESG/impact and emerging/diverse managers. Led by founder/CIO Susan Webb with a trading and derivatives desk background.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN PATTERSON WEBB
Chief Executive Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
KRISTIN MARIE KOLONIARIS
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,402,730 | $4,275,171 |
| Non-Discretionary | $357,223,819 | $59,537,303 |
| Total | $425,626,549 | $19,346,661 |
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Separately Managed Accounts
Total SMA Asset: $386,576,614
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,976,162,665 | 100.0% |
| Total | $1,976,162,665 | 100.0% |