Vertex Partners
Firm details
- Headquarters
- Downers Grove, Illinois
- CRD number
- 316839
- Registered since
- January 3, 2022
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.18%
- Individuals23.35%
- Pension & Profit Sharing Plans0.36%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vertex Partners is an independent, SEC-registered registered investment adviser that began registration in 2022 and is organized as an LLC under individual ownership. The firm acts as a capital allocator for both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. Vertex Partners lists an accountant among its industry affiliations and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 13
Megan Micek
Client Service AssociateCRD 7224691
Peter Babilla
Senior Wealth AdvisorCRD 1312217
Scott Sandee
Managing PartnerCRD 4605342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 168Active vs passive
$861M in ETFs
51%
$440M
18%
$421M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $108M | 1,234,572 | 12.60% |
Location
Downers Grove, IL
Du Page
Location
Downers Grove, IL
Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 3000 Woodcreek Dr
- Time zone
- CT (UTC-6)
- Office locations
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