VAILSHIRE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAINT PAUL, Minnesota
CRD number
333571

Firm profile

FINTRX

Overview

Vailshire Capital Management, LLC is an individual-owned limited liability company that operates primarily as a manager to a private hedge fund. The firm is not positioned as a multi-state registered adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Public disclosures classify the business activity as unclassified and indicate the firm does not act as a capital allocator; instead, its activity is concentrated in managing a private fund vehicle. The available information points to a boutique structure focused on alternative investment management rather than retail advisory services. With no reported retail client relationships, Vailshire’s investment activity appears centered on pooled private capital under a hedge fund wrapper; that fund represents the clearest signal of the firm’s investment intent and operational focus.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JEFFREY ROSS

    Founder and Managing DirectorCRD 6249794

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT PAUL, MN

RAMSEY

Location

SAINT PAUL, MN

Headquartered in SAINT PAUL, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
2136 Ford Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth