Hendershot Investments is an investment advisor in Centreville with $866.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541713535
SEC advisor number
801-62918
FINRA CRD number
115472
AUM ?
$866.25 mm
(as of 29 Mar 22)
Accounts
1,114
(as of 29 Mar 22)
Employees
5
(4 investment advisory or research)
Address
Hendershot Investments
5862 SADDLE DOWNS PLACE
CENTREVILLE
VA 20120
5862 SADDLE DOWNS PLACE
CENTREVILLE
VA 20120
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
7033616130
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hendershot, Ingrid, Reardon | President/chief Executive Officer | 07/1994 | 50-75% |
Hendershot, Charles, Leroy | Executive Vice President/treasurer/chief Compliance Officer | 07/1994 | 25-50% |
Reardon, Shawn, Michael | Senior Vice President and Director | 04/2015 | < 5% |
Notarianni, Giselle, Maureen | Director | 04/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21