Vinci Partners USA

RIASEC Registered

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 is an institutional registered investment adviser that registered with the SEC in 2013. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that manages and selects third‑party managers. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers; it also acts in roles associated with pooled vehicles (sponsor/GP/managing member) and has CPO/CTA business activities. Fee arrangements combine a percentage of assets under management with performance‑based fees. The firm does not identify itself as an active ESG investor.