SIGNATURE FINANCIAL MANAGEMENT INC

SIGNATURE FINANCIAL MANAGEMENT INC of NORFOLK, VA is an SEC-registered investment adviser (CRD 106375). Regulatory assets under management: $7.6B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (29)

Showing 25 of 29 people.

NameRoleLocation
Victor FernandezCHIEF COMPLIANCE OFFICEREl Paso, TX
Michael David HankinCO-PRESIDENT & CO-CEOBaltimore, MD
Brett David RogersGENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICERBaltimore, MD
William Obrien WhiteCHIEF OPERATING OFFICER
Shannon Marie PierceCHIEF FINANCIAL OFFICER
Logie Charles Lloyd FitzwilliamsCO-PRESIDENT & CO-CEO
PATTERSON ELIZABETH TEWEXECUTIVE VICE PRESIDENT/SECRETARY; SHAREHOLDER
HOLTZMAN DAVID EDWARDCHIEF INVESTMENT OFFICER
CHURCHILL DAVID MICHAELCHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER
ROGERS TIMOTHY DAVIDGENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; GROUP GENERAL COUNSEL
SHUMADINE JOHN BALLARDCHAIRMAN; CHAIRMAN/DIRECTOR; PRESIDENT (+1 more)
RUCKER DONNA SHAWCHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER
COLPITTS SUSAN ROBERTSEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR
SHUMADINE CONRAD MOSSSHAREHOLDER
SHUMADINE JAMES HUNTERSHAREHOLDER; SHAREHOLDER/DIRECTOR
WEBB GEORGE RANDOLPHPRESIDENT; PRESIDENT/DIRECTOR
WARDEN MARK RVICE PRESIDENT
SHUMADINE CONRAD MSHAREHOLDER
RUCKER DONNA SCOMPLIANCE OFFICER
DAVIS SAMUELVICE PRESIDENT
HANKIN MICHAEL DAVIDPRESIDENT & CEO - BROWN ADVISORY
SMILEY STEPHEN PERRYDIRECTOR
BURNETTE XANDRA LEIGHCHIEF OPERATIONS OFFICER
JALLITS DAVID JOSEPHCHIEF INVESTMENT OFFICER
PENDERGRASS XANDRA LEIGHCHIEF OPERATIONS OFFICER

Private funds (16)

Hedge Fund: 2 · Private Equity Fund: 13 · Other Private Fund: 1

Showing 15 of 16 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
SFM GLOBAL STRATEGIES QP, L.P.Hedge FundVirginia104$673.7M$1.0M
SFM CAPITAL MARKETS, L.P.Other Private FundVirginia96$367.2M$250K
SFM OPPORTUNITIES V, L.P.Private Equity FundVirginia94$100.8M$250K
SFM GLOBAL STRATEGIES, L.P.Hedge FundVirginia66$97.7M$1.0M
SFM OPPORTUNITIES VI, L.P.Private Equity FundVirginia49$89.7M$250K
SFM OPPORTUNITIES VII, L.P.Private Equity FundVirginia64$87.6M$250K
YIELD POOL III, L.P.Private Equity FundVirginia88$59.0M$250K
DNB OPPORTUNITIES III, L.P.Private Equity FundVirginia7$38.1M$250K
DNB OPPORTUNITIES II, LPPrivate Equity FundVirginia7$33.9M$250K
DNB OPPORTUNITIES, L.P.Private Equity FundVirginia7$32.2M$250K
SFM OPPORTUNITIES IV, L.P.Private Equity FundVirginia53$29.0M$250K
YIELD POOL II, LPPrivate Equity FundVirginia55$23.5M$250K
SFM OPPORTUNITIES III, L.P.Private Equity FundVirginia37$23.5M$50K
YIELD POOL L.P.Private Equity FundVirginia74$17.0M$50K
SFM PRIVATE EQUITY I, L.P.Private Equity FundVirginia37$7.0M$250K

Branch offices (4)

CityStateEmployeesPhone
CHARLOTTESVILLEVA6434-295-3191
CHARLOTTESVILLEVA6434-295-3191
RICHMONDVA4804 864-0000
RICHMONDVA4804 864-0000

Fund service providers (2)

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