AUMdb

Fry's Path Capital, Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 300498 · Charlottesville, VA · www.linkedin.com
☆ Save with Pro ADV data as of Mar 29, 2024
Regulatory AUM
$5.1M
Discretionary
$5.1M
Clients
2
Avg AUM / client
$2.6M
Accounts
2
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $5.1M 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Joseph Raymond Andrasko Registered representative Feb 2023 (3y)
Morgan Sarah Fleites Registered representative May 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/29/2024 1.35 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees
  • Performance-based fees

Services

  • Selection of other advisers
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2024.

View current Form ADV (SEC/IAPD) ↗