VAM Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
VAM Group LLC
CRD #323226
SEC #801-126653
CIK #
AUM $81.4 M (2024-10-28)
Employees 2 (100% Investors, 0% Brokers)
Phone724-940-5400
Address2200 Georgetown Drive
Sewickley, PA 15143
Source [IAPD] [Website]
Total AUM ($M)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 22 6.5
(b) Individuals (high net worth individuals) 8 12.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 3 61.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 72 81.4
By Discretionary
Discretionary 72 81.4
Non-Discretionary 0 0.0
Total 72 81.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 81.4
Total 72 81.4
Comparable Firms State AUM ($B)
Ralph Parks Investment Group LLC
NY 0.1
Weatherhelm Capital Management LLC
NY 0.1
Stage Wealth Management Inc
0.1
Washington Square Capital Management LLC
NY 0.1
Derastone LLC
0.1
Aristotle Credit Partners LLC
CA 0.1
Western New York Financial Group LLC
NY 0.1
Madison Global Advisors LLC
NY 0.1
Integrated Planning & Wealth Management LLC
0.1
Solid Point Wealth Advisors LLC
0.1
Terms | Privacy | Guide
tony@aum13f.com