Vanguard Capital Management, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 338002
- Registered since
- November 17, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Vanguard Capital Management, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2025. It markets itself as a capital allocator to institutional clients and operates under a fee model that includes a percentage of assets under management plus other fee arrangements. The firm discloses advisory roles that include portfolio management for investment companies and the selection of other advisers. It also performs CPO/CTA activities and holds affiliations that indicate it can act as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Sara Devereux
CIOCRD 3135448
Jacqueline Angell
Chief Compliance OfficerCRD 5606776
Carrie Simons
Chief Financial OfficerCRD 2827235
Contacts
3 of 5Michael Smolenski
CRD 2501942
Manish Nagar
PrincipalCRD 7470843
Laura Merianos
ManagerCRD 7470787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$2.8B in ETFs
100%
$2.8B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $985M | 13,419,869 | 34.90% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 100 Vanguard Blvd
- Time zone
- ET (UTC-5)
- Office locations
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