SHENANDOAH ASSET MANAGEMENT, LLC
CRD #110362 SEC #801-60199 RICHMOND, VA 804-343-1400
SEC Registered
Total AUM
$314.2M
Discretionary
$314.2M
Employees
5
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| MARKET PROFILE THEOREMS, INC. | DE | MEMBER | NA | |
| HILL, ROBERT, FRANKLIN | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| HILL, ROBERT, FRANKLIN | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| HILL, ROBERT, FRANKLIN | I | CEO, CCO | C | Control |
| HILL, ROBERT, FRANKLIN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HILL, ROBERT, FRANKLIN | I | CEO, CCO | C | Control |
| HILL, ROBERT, FRANKLIN | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| HILL, ROBERT, FRANKLIN | I | CEO, CCO | C | Control |
| PROGRESS PUTNAM LOVELL ADVISORS, INC. | DE | MEMBER | C | Control |
| PROGRESS PUTNAM LOVELL VENTURES,LLC | DE | MEMBER | C | Control |
| PROGRESS-LOVELL MINNICK VENTURES LLC | DE | MEMBER | C | Control |
| PROGRESS-LOVELL MINNICK VENTURES LLC | DE | MEMBER | C | Control |
| PROGRESS-LOVELL MINNICK VENTURES LLC | DE | MEMBER | C | Control |
| PROGRESS-LOVELL MINNICK VENTURES LLC | DE | MEMBER | C | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| BROOKS, RUSSELL, JOSEPH | I | DIRECTOR OF MARKETING | B | Control |
| MCLENNAN, CAMERON, FINLEY | I | VICE PRESIDENT | B | Control |
| MILLS, RICHARD, ANDREW | I | VICE PRESIDENT | B | Control |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B | |
| PAINCHAUD, MICHAEL, PAUL | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BALAGOT, JOSE, PATRICIO | I | PROGRESS INVESTMENT MANAGEMENT COMPANY | F | |
| BALAGOT, JOSE, PATRICIO | I | PROGRESS INVESTMENT MANAGEMENT COMPANY | F | |
| GILDING, DONNA, KATHLEEN | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| GILDING, DONNA, KATHLEEN | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| GILDING, DONNA, KATHLEEN | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| KANG, DANNY, ALLAN | I | LOVELL MINNICK PARTNERS LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| PROGRESS PUTNAM LOVELL ADVISORS, LLC | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | F | |
| PROGRESS-LOVELL MINNICK ADVISORS LLC | DE | PROGRESS-LOVELL MINNICK VENTURES LLC | F | |
| PROGRESS-LOVELL MINNICK ADVISORS LLC | DE | PROGRESS-LOVELL MINNICK VENTURES LLC | F | |
| PROGRESS-LOVELL MINNICK ADVISORS LLC | DE | PROGRESS-LOVELL MINNICK VENTURES LLC | F | |
| PROGRESS-LOVELL MINNICK ADVISORS LLC | DE | PROGRESS-LOVELL MINNICK VENTURES LLC | F | |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS PUTNAM LOVELL ADVISORS, LLC | F | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C |
Registrations
Federal
IA
Mar 5, 2007 REGISTERED
Notice Filings (1)
VA
Address
121 SHOCKOE SLIPRICHMOND, VA 23219
USA
Phone: 804-343-1400