Multi-Family OfficeRIA · CRD 153731SEC-RegisteredPrivate Fund Adviser

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Appomattox Advisory

Appomattox Advisory was established in New York in 2005 by Susan Webb. Her background in derivatives trading shaped the firm's risk framework and led to an...

Appomattox Advisory logo

Appomattox Advisory

Appomattox Advisory was established in New York in 2005 by Susan Webb. Her background in derivatives trading shaped the firm's risk framework and led to an outsourced-CIO model focused on institutional clients. The firm remains majority women-owned and positions itself as a manager for endowments, foundations, retirement plans and family offices. Appomattox deploys capital through fund-of-funds and direct manager selection in hedge funds, private credit and real assets. It maintains exposure to Energy Transition & Renewables and Mobility & Transportation. Confirmed relationships include management of a hedge fund of funds mandate for the State of Connecticut Retirement Plans and Trust Funds and advisory work for the Solomon R. Guggenheim Foundation. The firm also maintains a joint venture with Stonebrook Capital Management. Geographic reach centers on North America with global manager sourcing. The firm employs nine professionals in New York. Most investment team members have worked together for more than a decade. Susan Webb serves on the advisory board of Catalyst Financial Partners. In February 2024 Appomattox participated in the New York Alternative Investment Roundtable’s Women’s Forum. The firm holds membership in 100 Women in Finance and the New York Alternative Investment Roundtable. Appomattox operates under a conflict-free, majority women-owned structure that separates it from larger asset managers. This ownership and the founder’s trading background produce a distinct emphasis on emerging and diverse managers combined with explicit ESG integration.

General information

Firm type

Multi Family Office

Year founded

2005

Location

Region

North America

Country

United States

City

New York

Corporate office

551 Fifth Avenue, Suite 2600 New York, NY 10176

Principals

Susan Webb

Founder, CEO + Chief Investment Officer

Drianne Benner

Senior Managing Director

Luke Imperatore

Senior Managing Director

Iván Gallegos Rivas

Investment Partner

Sector focus

Energy Transition & RenewablesMobility & Transportation

Frequently asked questions

Who runs investment decisions at Appomattox Advisory?

Susan Webb serves as Founder, CEO and Chief Investment Officer. Drianne Benner, Luke Imperatore and Iván Gallegos Rivas hold senior investment roles on the nine-person team.

Is Appomattox Advisory structured as a single family office or multi-family office?

It operates as a multi-family office providing outsourced chief investment officer services to multiple endowments, foundations, pension plans and institutional family offices.

Does Appomattox Advisory participate in fund commitments or only direct deals?

The firm uses a fund-of-funds approach alongside manager selection in hedge funds and private credit. It also maintains a joint venture with Stonebrook Capital Management.

What investment stages does Appomattox Advisory typically target?

The firm focuses on established and emerging managers rather than early-stage venture. It emphasizes resilient multi-asset portfolios across private capital strategies.

Where does the underlying wealth come from at Appomattox Advisory?

The firm was founded by Susan Webb following her career as a derivatives trader. It now manages capital for external institutional clients rather than a single family’s wealth.

How is Appomattox Advisory related to the State of Connecticut Retirement Plans and Trust Funds?

Appomattox manages a hedge fund of funds mandate for the Connecticut Retirement Plans and Trust Funds.

Does Appomattox Advisory maintain philanthropic structures?

No dedicated foundation is disclosed. The firm has provided investment advisory services to the Solomon R. Guggenheim Foundation.

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