Vida Private Wealth LLC

RIASEC RegisteredEst. 2020

Total AUM

$91.8M

Discretionary

$89.2M

97% of AUM

Avg account

$977K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 308575
Registered since: May 18, 2020
Website: www.vidapw.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI82.25%
Pooled Investment Vehicles10.54%
Individuals3.73%
Pension & Profit Sharing Plans2.84%
Charitable Organizations0.64%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vida Private Wealth LLC is an SEC-registered investment adviser organized as an LLC in 2020 that serves both individual/family and institutional clients. The firm operates as a multifaceted manager with activities spanning hedge fund and private equity fund management in addition to adviser duties for pooled vehicles. Advisory services listed include portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and the selection of other advisers. Vida charges a combination of asset-based fees and performance fees and reports being an active ESG investor. Its ownership is listed as individual and it plays sponsor/GP and managing-member roles within pooled investment vehicles.