RIA · CRD 132539SEC-Registered

Updated:

Annapolitan Investment Group

Annapolitain Investment Group, Inc. is an SEC-registered investment adviser in Annapolis, MD. It has 2 employees and 2 investment advisers. The firm is based...

Annapolitan Investment Group

Annapolitain Investment Group, Inc. is an SEC-registered investment adviser in Annapolis, MD. It has 2 employees and 2 investment advisers. The firm is based in Annapolis, MD.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Annapolis

Corporate office

Annapolis, MD, United States

Frequently asked questions

Does Annapolitan Investment Group manage outside capital or is it a single-family office?

Public records suggest it functions as a private family office with no indication of outside capital management. The firm is not registered with the SEC as an investment advisor, which would be required for managing third-party assets above a minimum threshold. Without a website or marketing presence, there is no evidence of capital-raising activity.

Is any investment track record publicly available for Annapolitan Investment Group?

No track record is publicly available. The firm does not disclose portfolio holdings, fund commitments, or direct investments through any regulatory filing, press release, or industry publication. This is consistent with family offices that trade through custody accounts or allocate to external managers without publicizing their positions.

Who serves as the principal or investment lead at Annapolitan Investment Group?

No named principal or investment lead has been publicly disclosed. Maryland corporate filings do not list officers or directors for this entity, and the firm has no LinkedIn page or professional profiles associated with it. The operator remains private.

Where is the wealth behind Annapolitan Investment Group likely sourced?

The wealth source has not been publicly disclosed. Annapolis is home to a concentration of wealth derived from defense contracting, maritime industries, law, and real estate development. The firm's name suggests a founding principal with deep ties to the area, but no specific liquidity event or operating business has been publicly linked to the office.

Does Annapolitan Investment Group engage in any philanthropic activity under that name?

No philanthropic foundation or donor-advised fund has been identified under the Annapolitan name in IRS or Maryland charitable-solicitation records. If the principal engages in philanthropy, it is likely conducted through a separate entity or personal giving not associated with the investment vehicle.

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