Vantage Financial Partners Limited
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Vantage Financial Partners Limited
|
| CRD # | 123351 |
| SEC # | 801-69709 |
| CIK # | 0000828232, 0001911766, 0001534561, 0001693809 |
| AUM |
|
| Employees |
15 (60% Investors, 0% Brokers)
|
| Phone | 847-590-9191 |
| Address | Nine North Vail Avenue
Arlington Heights, IL 60005-1430 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
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Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
306
|
193.2 |
| (b) Individuals (high net worth individuals) |
74
|
376.2 |
| (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 |
2 |
3.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,018 |
572.4 |
| By Discretionary |
| Discretionary |
1,016 |
569.4 |
| Non-Discretionary |
2 |
3.0 |
| Total |
1,018 |
572.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
30.8 |
| United States Persons |
|
541.7 |
| Total |
1,018 |
572.4 |
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