Annandale Capital, LLC

Annandale provides discretionary and non‑discretionary investment management and manager selection for individuals, family offices, profit‑sharing plans, trusts, estates, charitable organizations and other business entities. As of 12/31/2025 the firm reported managing approximately $1.55 billion and offers portfolio construction, manager due diligence and performance reporting as its primary services.

The firm follows a manager‑of‑managers approach, performing bottom‑up quantitative, qualitative and operational research to build allocations across equities, fixed income, hedge funds, private equity, commodities and other asset classes. Annandale tailors asset allocations to client goals, liquidity needs and tax situations, but concentrates its service offering on investment management rather than broader financial planning.

Noteworthy features in the brochure include bespoke fee arrangements with a family‑office client—such as backend profit‑sharing and carried‑interest style payments for certain investments—which the firm discloses as part of its performance‑fee arrangements. The brochure also documents use of derivatives (options) and private, illiquid investments with related leverage and liquidity considerations, and describes operational safeguards around custody and third‑party transfers.