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| Vann Equity Management LLC
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|
|---|---|
| CRD # | 174239 |
| SEC # | 801-80766 |
| CIK # | |
| AUM | $610.2 MM (2023-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 214-983-0346 |
| Address | 4975 Preston Park Blvd 490 Plano, TX 75093 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 5.4 |
| (b) Individuals (high net worth individuals) | 53 | 114.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 469.4 |
| (h) Charitable organizations | 2 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 16.3 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 610.2 |
| By Discretionary | ||
| Discretionary | 89 | 610.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 89 | 610.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.2 | |
| Total | 89 | 610.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Vann Equity Management LLC
✚
|
TX | 0.6 |
|
Fusion Investment Advisors LLC
✚
|
TX | 0.5 |
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|---|---|---|
|
Paradigm Financial Partners LLC
✚
|
CT | 0.6 |
|
GKFO LLC
✚
|
PA | 0.6 |
|
Leonard Rickey Investment Advisors PLLC
✚
|
WA | 0.6 |
|
Sevenoneseven Capital Management Ltd
✚
|
PA | 0.6 |
|
Exchange Capital Management Inc
✚
|
MI | 0.6 |
|
Advisor OS LLC
✚
|
IL | 0.6 |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 0.6 |
|
The NorthStar Group Inc
✚
|
NY | 0.6 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |