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 boutique investment manager organized as an LLC and registered with the SEC in 2019. The firm functions primarily as a manager of pooled investment vehicles, positioning itself as a multi-asset fund manager with an emphasis on private equity and real estate strategies. Its client base is institutional, and the firm operates under a mix of fee arrangements that include asset-based fees and performance-linked compensation. Vfpe is individually owned and is not characterized as an active ESG investor or a multi-state adviser. The firm’s reported advisory responsibilities include sponsoring and managing pooled vehicles and serving in roles that span other investment-adviser and sponsor relationships. Vfpe’s activities and affiliations extend to accounting, insurance company relationships, and pension-consulting interactions in support of its pooled-vehicle business.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PATRICK LANNON

    Chief Compliance OfficerCRD 5399575

Contacts

3 of 3
  • SEAN MAHER

    Co-FounderCRD 2762107

  • MICHAEL MALLICK

    Registered RepresentativeCRD 5713517

  • MICHAEL MAHER

    Registered RepresentativeCRD 2139398

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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