Lawrence E. Kochard

MAKENA CAPITAL MANAGEMENT

CHARLOTTESVILLE, VA 22903

Some features on this profile are disabled

CRD#: 1675853

Professional summary

Lawrence Edward Kochard, who also goes by Larry Kochard, is a registered financial advisor currently at MAKENA CAPITAL MANAGEMENT, LLC located in Charlottesville, Virginia.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lawrence has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Kochard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Kochard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2018 - Present

MAKENA CAPITAL MANAGEMENT, LLC

Office #1: 1900 Arlington Blvd. Suite C, Charlottesville, VA 22903

RIA

CRD#: 156855

CHARLOTTESVILLE, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAKENA CAPITAL MANAGEMENT, LLC

CRD#: 156855 / SEC#: 801-74068

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MAKENA CAPITAL MANAGEMENT, LLC

CRD#: 156855 / SEC#: 801-74068

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2755 Sand Hill Road Suite 200, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 926-0510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MAKENA CAPITAL MANAGEMENT, LLC FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 23,923,658,010

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Jared Adams

SMITH, BROWN & GROOVER, INC.

MACON, GA

Matthew Dollinger

EDWARD JONES

IAR

JOLIET, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lawrence E. Kochard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Kochard's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAKENA CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

MAKENA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

MAKENA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAKENA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors