Vake Capital LLC
RIAState Registered
Total AUM
$504K
Discretionary
$504K
100% of AUM
Avg account
$42K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327729
- Website
- www.vakecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals75.99%
- HNWI24.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vake Capital LLC is a small, state-registered independent RIA organized as an LLC and based in Florida. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing on portfolio management for individuals and small businesses. The adviser is individually owned and does not position itself as a capital allocator or pension consultant. Vake Capital does not identify as an active ESG investor and appears to operate primarily within the state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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