← Back to searchVisit website
AKRE CAPITAL MANAGEMENT, LLC
CRD 109242 · SEC 801-57156
2 WEST MARSHALL STREET, MIDDLEBURG, VA, 20117, United States
Phone
540-687-8923
Fax
540-687-3899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.82B
Discretionary AUM
$11.82B
Team
12 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $38.3M |
| High net worth individuals | 89 | $233.4M |
| Investment companies | 1 | $9.85B |
| Pooled investment vehicles | 3 | $1.25B |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 6 | $18.3M |
| Corporations/business entities | 15 | $427.7M |
States served
CA, DC, GA, ME, MD, MA, NY, PA, VA, WV, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD