RIA Intel›Advisers›Virginia›CANAAN INVESTMENT MANAGEMENT LLC

CANAAN INVESTMENT MANAGEMENT LLC

Advisory

VA

Data as of May 8, 2026 · Source: SEC Form ADV

Average account

$192K

across 76 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$10M

Non-Discretionary AUM$5M

Discretionary %65.8%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

THE LARA GROUP, LTD

$15M

MEHTA, KETAN, J

$15M

COMPASS CAPITAL INVESTMENTS LLC

$15M

SIMPLIFIED WEALTH PLANNING LLC

$15M

GASKIN, HARRY THOMAS

$15M

GOLD ASSET MANAGEMENT INC

$14M

Get the full picture on CANAAN INVESTMENT MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CANAAN INVESTMENT MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans