VANTERRA CAPITAL LLC

RIASEC RegisteredEst. 2013
Total AUM
$471M
Discretionary
$471M
100% of AUM
Avg account
$36.2M
Accounts
13
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167242
Registered since
May 30, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vanterra Capital LLC is a privately held limited liability company that operates as a manager of private investment vehicles, with SEC registration dating to 2013. The firm is organized as a private equity and venture capital fund manager and describes itself as a multifaceted fund manager serving institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and the firm also serves as sponsor, general partner and managing member of those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees. Vanterra is owned by an individual and does not identify as an active ESG investor. It is not listed as a multi-state or newly formed adviser, and it does not report providing pension consultancy services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ALAN QUASHA

    FounderCRD 4792725

  • SHAD AZIMI

    Founder & Managing PartnerCRD 2941984

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
853 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth