VANTAGE EQUITY PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
334348
Registered since
May 27, 2026

Firm profile

FINTRX

Overview

Vantage Equity Partners LLC is an individually owned limited liability company that registered with the SEC in 2026. The firm is classified as unclassified in the source data and does not present itself as a capital allocator. It does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Vantage appears to operate primarily through managed private funds rather than through a traditional advisory roster of retail clients. The firm’s public disclosures are limited, with few details provided about advisory services, fee schedules, or broader business activities.

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

Contacts

2 of 2
  • ANDREW EGGERT

    Partner and Co-FounderCRD 5110425

  • J BASTO JR

    ManagerCRD 6433178

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
270 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth