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| Vantage Financial Partners LLC
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| CRD # | 315828 |
| SEC # | 801-122083 |
| CIK # | 0000828232, 0001534561, 0001693809, 0001911766 |
| AUM | 1,023.4 M (2026-03-26) |
| Employees | 26 (46% Investors, 0% Brokers) |
| Phone | 262-439-8587 |
| Address | 13230 Watertown Plank Road Elm Grove, WI 53122 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 105.4 | ||
| UnitedHealth Group Inc | 81.5 | ||
| Watsco Inc | 62.5 | ||
| EQT Corp | 59.0 | ||
| Microsoft Corp | 55.5 | ||
| Northrop Grumman Corp /DE/ | 52.2 | ||
| Westinghouse Air Brake Technologies Corp | 51.3 | ||
| FleetCor Technologies Inc | 49.9 | ||
| Nvidia Corp | 48.7 | ||
| ASML Holding NV | 45.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | VFV Bayside Senior LLC | 2026-03-25 | 4.1 M | |
| RE | VFV Anderson Dahlen LLC | 2025-03-28 | 4.0 M | |
| RE | VFV Brookfield Senior LLC | 2025-03-28 | 1.4 M | |
| RE | VFVI LL | 2025-03-28 | 1.0 M | |
| RE | VFV Northern Gateway LLC | 2025-03-28 | 3.6 M | |
| PE | VFV PPC LLC | 2025-03-28 | 3.2 M | |
| RE | VFV Quarry LLC | 2025-03-28 | 2.0 M | |
| RE | VFV Saint Bernards LLC | 2025-03-28 | 3.6 M | |
| RE | VFV Walworth Industrial LLC | 2025-03-28 | 1.0 M | |
| RE | VFV West National LLC | 2025-03-28 | 2.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,654 | 540.0 |
| (b) Individuals (high net worth individuals) | 211 | 450.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 26.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 3.7 |
| (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 | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,227 | 1,023.4 |
| By Discretionary | ||
| Discretionary | 5,227 | 1,023.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,227 | 1,023.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,023.4 | |
| Total | 5,227 | 1,023.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000828232] | |
| 13F-HR | [0001534561] | |
| 13F-HR | [0001693809] | |
| 13F-HR | [0001911766] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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|---|---|---|
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