Vfpe Advisors LLC

RIASEC RegisteredEst. 2019
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$15M
Accounts
13
Employees
6
Advisory reps
4

Firm details

Headquarters
Audubon, Pennsylvania
CRD number
299829
Registered since
February 14, 2019
Website
vffg.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vfpe Advisors LLC is a limited liability company that registered with the SEC in 2019 and operates as a manager of pooled investment vehicles. The firm is classified primarily as a private equity and real estate fund manager and positions itself as a multifaceted fund manager rather than a broad capital allocator. Its client base is institutional, and its fee arrangements include percentage-of-AUM fees, performance-based fees and other fee structures typical of private fund managers. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it plays sponsor/GP roles: industry affiliations include other investment advisers, accountants, insurance firms and sponsors of limited partnerships or pooled vehicles. Vfpe Advisors is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patrick Lannon

    Patrick Lannon

    Chief Compliance OfficerCRD 5399575

Contacts

3 of 3
  • Michael Maher

    Michael Maher

    Registered RepresentativeCRD 2139398

  • Sean Maher

    Sean Maher

    Co-FounderCRD 2762107

  • Michael Mallick

    Michael Mallick

    Registered RepresentativeCRD 5713517

Wealth teams

FINTRX

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

Audubon, PA

Montgomery

Location

Audubon, PA

Headquartered in Audubon, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
2500 Monroe Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth