Vantheon

Overview

Vantheon is an LLC that registered with the SEC in 2026 and is organized with a mix of a domestic entity and an individual owner. The firm’s advisory mandate is focused on portfolio management for individuals and small businesses. Its stated fee model combines a percentage-of-AUM charge with subscription fees. Vantheon is classified as a newly formed, single-state adviser and is not identified as a capital allocator, pension consultant, or related adviser. The firm does not list active ESG investment practices.

Assets & Accounts

Location & Offices