VANTA CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
336220

Firm profile

FINTRX

Overview

Vanta Capital LLC operates as a limited liability company and engages in the management of pooled investment vehicles. The firm is structured under individual ownership and is classified as unclassified, indicating a flexible approach to its investment strategies. While it does not actively pursue ESG investments, Vanta Capital focuses on a variety of investment activities, primarily through its role as a sponsor and managing member of pooled investment vehicles. The firm does not serve as a capital allocator or pension consultant, which positions it uniquely within the financial services landscape.

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

Owners & executives

3 of 3
  • Jessica Black

    Chief Compliance OfficerCRD 8077706

  • Tyler Black

    CFOCRD 8077707

  • JAMES BLACK

    Founder & CEOCRD 2156347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
2226 W Walnut St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth