# APPOMATTOX ADVISORY, INC

APPOMATTOX ADVISORY, INC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 153731
- Type: SEC-registered investment adviser
- SEC file number: 801-71652
- Location: 551 5TH AVE, 26TH FLOOR, NEW YORK, NY, 10176
- Phone: 212-895-3000
- Latest filing: 2026-03-27
- Regulatory AUM: $425.6M
- Discretionary AUM: $68.4M
- Non-discretionary AUM: $357.2M
- Clients: 6
- Accounts: 22

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Susan Patterson Webb](https://search.stillhousedata.com/person/672477) | CEO & CIO | — |
| [Kristin Marie Koloniaris](https://search.stillhousedata.com/person/672478) | CHIEF COMPLIANCE OFFICER | — |
| [HILLER JEFFREY](https://search.stillhousedata.com/person/737738) | CHIEF COMPLIANCE OFFICER | — |
| [WEBB SUSAN PATTERSON](https://search.stillhousedata.com/person/759269) | CEO & CIO; PRESIDENT; PRESIDENT & CIO | — |
| [GIL OSCAR GUSTAVO](https://search.stillhousedata.com/person/795131) | CEO, CCO, MANAGING DIRECTOR; CEO, MANAGING DIRECTOR; DIRECTOR (+3 more) | — |
| [LIPPINCOTT MICHAEL TODD](https://search.stillhousedata.com/person/795132) | CHIEF COMPLIANCE OFFICER | — |
| [KOLONIARIS KRISTIN MARIE](https://search.stillhousedata.com/person/869332) | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-29 | regulatory | IN OCTOBER OF 2021, APPOMATTOX SELF-REPORTED AN ISSUE TO THE SEC IN CONNECTION WITH CERTAIN IRREGULAR MOVEMENTS OF MONEY FROM AND TO A PRIVATE CLIENT FUND. IN CONNECTION THEREWITH, APPOMATTOX PLACED ITS THEN-CEO/CCO ON IMMEDIATE LEAVE. AS A RESULT, ON SEPTEMBER 29, 2023, THE SEC ISSUED AN ORDER (INV… | Final | $150K |


## Private funds (7)

Mix: Private Equity Fund 4 · Hedge Fund 3

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ARCHWAY LINSE CAP F1 L.P. | Private Equity Fund | Delaware | 15 | $19.0M | $50K |
| BHM ARCHWAY FEEDER L.P. | Hedge Fund | Delaware | 5 | $14.5M | $100K |
| MCP LINSE CAPITAL FUND 1 | Private Equity Fund | Bermuda | 13 | $12.1M | $50K |
| HATCHLINGS FUND LTD. | Hedge Fund | British Virgin Islands | 3 | $11.4M | $250K |
| ARCHWAY APPRECIATION FUND LIMITED | Hedge Fund | Bermuda | 4 | $4.4M | $250K |
| MONTICELLO CAPITAL PARTNERS, LTD -SEGREGATED ACCOUNT MCP - TIGER PIP XI | Private Equity Fund | Bermuda | 3 | $3.7M | $110K |
| MONTICELLO CAPITAL PARTNERS LIMITED -SEGREGATED ACCOUNT MCP - TIGER PIP XV | Private Equity Fund | Bermuda | 3 | $2.7M | $110K |


## Fund service providers (3)

- administrator: HARBOUR FIDUCIARY SERVICES LTD — 4 funds
- administrator: HARBOUR FIDUCIARY SERVICES LIMITED — 2 funds
- administrator: CITCO FUND SERVICES (BERMUDA) LIMITED

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153731/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153731/similar
- Related entities: https://search.stillhousedata.com/firm/153731/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153731

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.