The London Company of Virginia

Fee-Only (% of Portfolio)

The London Company of Virginia, LLC is an independently owned registered investment advisor founded in 1994 and headquartered in Richmond, Virginia. The firm specializes in managing domestic and international equity strategies with a conservative, long-term orientation focused on downside protection, quality balance sheets, and free cash flow generation. The London Company provides discretionary and non-discretionary portfolio management services to individuals and institutional investors through separately managed accounts, sub-advisory relationships, wrap fee programs, and model-based programs. The firm offers several distinct equity strategies, including Small Cap, Mid Cap, Large Cap, Income Equity, Small-Mid Cap, Concentrated, All Cap 25, International Equity, and International Equity ADR.

Assets Under Management$15B
Clients6,122
Advisors31
Avg. per Client$2.4M
Avg. per Advisor$480M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.70%
$50.0M - $100.0M0.65%
$100.0M - $250.0M0.55%
$250M+0.50%

Rates vary by investment strategy. The schedule shown reflects the International Equity strategy. Other strategies range from 0.50% to 1.00% as a starting rate. Fees are negotiable.

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Location

31 Advisors at this firm

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