Vantage Consulting Group Inc

RIASEC RegisteredEst. 1986

Total AUM

$246M

Discretionary

$246M

100% of AUM

Avg account

$35.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Virginia Beach, Virginia
CRD number: 105240
Registered since: July 17, 1986
Website: vantageconsultinggroup.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles71.74%
Pension & Profit Sharing Plans25.39%
Other2.87%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vantage Consulting Group Inc is a corporation registered with the SEC in 1986 that operates as a multifaceted fund manager with a mix of private equity, venture capital and other fund activity. The firm reports an individual owner and serves primarily institutional clients. Its advisory remit covers portfolio management for individuals and small businesses, pooled investment vehicles and institutions, plus pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm does not identify itself as an active ESG investor.