Vaquita Sun, Inc.

RIAState Registered
Total AUM
$94.2K
Discretionary
$94.2K
100% of AUM
Avg account
$94.2K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
333125
Registered since
September 27, 2024
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vaquita Sun, Inc. is an independent, Florida-registered advisory corporation that provides portfolio management for individuals and small businesses. The firm bills on a percentage-of-assets basis and is organized as an individual-owner RIA. It identifies its client base as individuals and families and does not position itself as a capital allocator or pension consultant. Vaquita Sun is newly formed and operates under a single-state registration in Florida. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 3%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Joseph Forsyth

    FounderCRD 2580250

Wealth teams

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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

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
200 E Las Olas Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth