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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.55% |
| $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.