OCIO Intelligence
← Back to Discover
Appomattox Advisory, Inc. logo

Appomattox Advisory, Inc.

NEW YORK, NY

Form ADV and provider website profile · CRD 153731 · regulatory data as of Mar 27, 2026

Compare

This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Appomattox Advisory, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$426MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
22Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$68MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$357MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Form ADV

SEC IAPD

Current regulatory documents filed for this firm, including its latest Form ADV, Part 2 brochures, and Form CRS when one is available.

Latest Form ADVForm ADV · Mar 27, 2026Current

Regulatory Record

CRD number153731

SEC registeredJul 6, 2010

OCIO data as ofMar 27, 2026

OCIO Intelligence refreshedAug 12, 2026

Document Coverage

Regulatory documents are read from SEC IAPD. Form CRS appears only when the SEC record indicates that the firm filed a Client Relationship Summary. Firm-supplied RFP responses, performance books, and due-diligence materials are not currently published.