LOCUS CAPITAL
LOCUS CAPITAL, INC. Legal Name
Adviser information for LOCUS CAPITAL last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129447 |
|---|---|
| SEC ERA File Number | 802-129447 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287630 |
| Legal Entity Identifier | None |
Principal Office
7814 CAROUSEL LANESUITE 100
RICHMOND
VA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (804) 793-0985, Fax: None
Chief Compliance Officer
MARK J. DE ANGELIS
522 CLIFF LANE
MALVERN
PA
United States
Tel:
410-350-1106
M************@********************M
(Full email address available in API data)
Industry Affiliates
| LOCUS | Sponsor, GP, manager of pooled investment vehicles |
| LOCUS BANK | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Deangelis, Mark, Joseph | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| Cornett, Clyde, Alton | Individual | – | CHIEF FINANCIAL OFFICER & TREASURER | 06/2022 | < 5% |
| LOCUS | Domestic Entity | – | OWNER | 11/2023 | > 75% |
| KIRKWOOD, AMIR, K | Individual | LOCUS | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 11/2023 |