V3LIMITED LLC

Overview

V3limited LLC operates as a small, fee-based registered adviser that combines direct portfolio management for individuals and small businesses with a role as a capital allocator and selector of third-party advisers. The firm runs predominantly non-discretionary relationships and structures fees across a mix of percentage of AUM, hourly, fixed and performance-based arrangements. Client work spans high-net-worth individuals, family clients and some institutional relationships. Investment activity centers on public equity exposure together with a deliberate allocation into private-market strategies via external managers. The firm is not an active ESG investor; its model emphasizes manager selection and access to niche alternative strategies rather than thematic ESG mandates. As a capital allocator, V3limited places client capital into both exchange-traded instruments and externally managed alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices