VFPE ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PATRICK LANNON
Chief Compliance OfficerCRD 5399575
Contacts
3 of 3SEAN MAHER
Co-FounderCRD 2762107
MICHAEL MALLICK
Registered RepresentativeCRD 5713517
MICHAEL MAHER
Registered RepresentativeCRD 2139398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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