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WACONA CAPITAL, LLC
CRD 331836 · SEC 801-135039
300 W MAIN STREET, SUITE 201, CHARLOTTESVILLE, VA, 22903, United States
Phone
434-922-0726
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.1M
Discretionary AUM
$194.1M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-11-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $194.1M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD