VINCI PARTNERS USA

RIASEC RegisteredEst. 2013

Total AUM

$327M

Discretionary

$138M

42% of AUM

Avg account

$4.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 162399
Registered since: May 3, 2013
Website: www.vincipartners.com
Custodians: MORGAN STANLEY & CO. LLC, CITCO BANKING CORPORATION N.V., ALTER DOMUS
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI45.5%
Pooled Investment Vehicles29.34%
Corporations / Businesses25.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Vinci Partners USA LLC is a U.S.-organized limited liability company that acts as a capital allocator for both individual & family and institutional clients. The firm provides portfolio management for individuals/small businesses and for pooled investment vehicles, and it also undertakes manager selection for third-party strategies. Business activity filings indicate roles consistent with a commodity pool operator/commodity trading adviser (CPO/CTA) and with sponsor/GP activity for pooled vehicles. Compensation is a blend of AUM-based fees and performance/ incentive fees. Vinci Partners USA does not report itself as an active ESG investor and is not registered as a multi-state adviser.