VANTAGE CONSULTING GROUP INC
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 Vehicles71.2%
- Pension & Profit Sharing Plans25.87%
- Other2.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vantage Consulting Group Inc is a corporate investment manager that blends private fund sponsorship with advisory services for institutional clients. The firm’s activity centers on active allocation to private markets—notably private equity and venture capital—while also managing liquid portfolios that favor fixed-income instruments. Investment duties include portfolio management for pooled vehicles and institutions, selection of external managers, and pension consulting work. Fee arrangements are mixed across percentage-of-AUM, fixed fees and performance-based structures, which aligns with its role as both a manager of private funds and advisor to client portfolios. Public equity exposure is deliberately limited and concentrated, suggesting the firm treats listed stocks as tactical holdings rather than the central engine of return generation. In contrast, private funds and alternative strategies are a core focus: Vantage runs multiple private vehicles and routinely allocates to third-party alternative managers across a wide set of strategies. ESG is not listed as an active investment lens.
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
- Non-Investment Grade Corp Bonds46%
- Private Funds30%
- Exchange Traded Equities24%
Contacts
3 of 9MARK FINN
ChairmanCRD 1710971
RUTH COLE
Secretary and TreasurerCRD 1711014
DAVID SCHIPPERS
Director of Fund OperationsCRD 2284987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 3500 Pacific Ave
- Time zone
- ET (UTC-5)
- Office locations
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