Vaquero Private Wealth, Ltd.

RIASEC Registered

Total AUM

$929M

Discretionary

$821M

88% of AUM

Avg account

$1.3M

Accounts

739

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 305266
Registered since: September 20, 2019
Website: www.vaquerowealth.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI93.84%
Individuals1.93%
Corporations / Businesses1.87%
Pension & Profit Sharing Plans1.18%
Charitable Organizations0.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vaquero Private Wealth, Ltd. is an independent registered investment adviser organized as a limited partnership. The firm is SEC-registered (initial registration in 2019) and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting services, and manager selection. The business also operates as an insurance broker and charges clients primarily by a percentage of assets under management with the option of hourly fees. Vaquero does not identify as an active ESG investor and is not organized as a multi-state adviser.