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Bishopsgate Investment Company (Annandale)


Bishopsgate Investment Company is an adviser based in Annandale. It manages $1.3 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003.

Bishopsgate Investment Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bishopsgate Investment Company: assets under management

The assets under management (AUM) of Bishopsgate Investment Company is $1.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bishopsgate Investment Company for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Lucille Thorn Huddleston Common stock shareholder with shares held in voting trust controlled by david t. huddleston 1 Jan 2000 25% - 50% 4302025

Based in Annandale

The principal office where Bishopsgate Investment Company performs its advisory services is located at 7415 Annanwood Ct., Annandale, VA 22003 The mailing address of the firm is 7415 Annanwood Ct., Annandale, VA 22003. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-256-3607 or by fax 703-256-3607. The normal business hours are 9am-5pm on Monday - Friday.


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