APPOMATTOX ADVISORY, INC

Overview

Appomattox Advisory, Inc. operates as a boutique, independent adviser that blends direct manager-driven strategies with pooled alternative vehicles. The firm functions both as an adviser and a capital allocator, running a mix of private funds while also selecting outside managers for client portfolios. Its mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business investors, which points to a hybrid model that mixes advisory relationships with fund management. Investment activity leans heavily into private funds—private equity and hedge fund strategies are explicit priorities—and the adviser uses performance-based and percentage-of-AUM fee structures consistent with manager-led and fund-oriented products. Appomattox is not an active ESG investor and maintains a single-office, founder-owned setup, having been SEC-registered since 2010. The firm’s advisory work includes selection of other advisers, suggesting a focus on manager sourcing and constructing multi-manager exposures within its pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices