VIAGEM, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 140927
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Viagem, LLC is an institutionally focused advisory firm structured as a limited liability company that acts as a capital allocator for business and institutional clients. The firm provides portfolio management for institutions, selects outside advisers and publishes market commentary or newsletters. Viagem charges a mix of percentage-of-AUM, hourly and fixed fees and identifies itself as an active ESG investor, which informs manager selection and portfolio construction. With a small client roster, the firm blends liquid public fund exposure with commitments to third‑party alternative managers, positioning itself as a selective allocator rather than a high‑volume retail RIA. Viagem’s investment activity emphasizes manager selection and use of pooled public funds to implement core allocations while deploying capital to external venture capital and real‑estate managers for private-market exposure. Given the institutional client base and the stated advisory activities, the firm appears to act more as an allocator/adviser to institutional balance sheets than as a high-touch retail wealth manager.
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1STEPHEN ZIELINSKI
President and Chief Investment OfficerCRD 2329163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 12444 Powerscourt Dr
- Time zone
- CT (UTC-6)
- Office locations
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