WACONA CAPITAL, LLC
CRD #331836 SEC #801-135039 CHARLOTTESVILLE, VA 434-922-0726
SEC Registered Private Funds
Total AUM
$194.1M
Discretionary
$194.1M
Employees
5
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lohr, Travis, Matthew | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| CARTER, CHRISTOPHER, JOEL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (1)
VA
Address
300 W MAIN STREETSUITE 201
CHARLOTTESVILLE, VA 22903
United States
Phone: 434-922-0726