Vega Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 129494
- Registered since
- August 30, 2017
- Website
- vegacapital.com
- Custodians
- MORGAN STANLEY & CO. LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI70.16%
- Corporations / Businesses25.59%
- Individuals4.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vega Capital Group LLC is a privately owned investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering discretionary portfolio management across separately managed accounts and institutional mandates. Vega charges both a percentage-of-assets fee and performance-based fees on select strategies, which signals they run some active, outcome-oriented sleeves in addition to traditional AUM-based management. Investment emphasis tilts toward publicly traded equities: the firm maintains a clear preference for exchange-traded securities as the primary building block for client portfolios. Portfolio management activities span individuals and small-business owners through to business and institutional accounts, and all reported assets are managed on a discretionary basis. Vega does not identify as an ESG-focused manager and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Investment Grade Corp Bonds16%
- US Government Bonds8%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Leonid Pinski
Managing DirectorCRD 4213723

Ivan Gvardin
Business AnalystCRD 8019961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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