VILA, LLC

RIASEC RegisteredEst. 2020
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$143M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
307186
Registered since
March 13, 2020
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

Vila, LLC is a limited liability company registered with the SEC in 2020 that functions as a real-estate-focused investment manager. The firm is classified as a Real Estate Fund and serves institutional clients, advising and managing pooled investment vehicles. Vila is structured with a mix of a domestic entity and an individual owner and performs sponsor and GP roles for pooled vehicles; it is also affiliated with real estate brokerage and non-pooled LP sponsorship activities. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Vila charges a combination of asset-based fees and performance-linked fees (and reports other fee arrangements), and its advisory activity is concentrated on portfolio management for pooled investment vehicles rather than individual retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MINZHE GUO

    Chief Compliance OfficerCRD 7931064

  • YAT-PANG AU

    Founder and Chief Executive OfficerCRD 7217265

Contacts

1 of 1
  • spencer hogan

    Senior Vice PresidentCRD 7004175

Wealth teams

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Post St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth