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| Vaquero Private Wealth Ltd
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|---|---|
| CRD # | 305266 |
| SEC # | 801-117364 |
| CIK # | 0002052555 |
| AUM | 928.9 M (2026-02-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 214-269-7855 |
| Address | 8111 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052555 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 9.5 | ||
| Alphabet Inc | 9.0 | ||
| Wal Mart Stores Inc | 8.1 | ||
| Nvidia Corp | 7.3 | ||
| Amazon Com Inc | 6.8 | ||
| PepsiCo Inc | 6.7 | ||
| Apple Inc | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 17.9 |
| (b) Individuals (high net worth individuals) | 179 | 871.7 |
| (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 | 5 | 11.0 |
| (h) Charitable organizations | 4 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 17.4 |
| (n) Other | 0 | 0.0 |
| Total | 739 | 928.9 |
| By Discretionary | ||
| Discretionary | 702 | 820.9 |
| Non-Discretionary | 37 | 108.0 |
| Total | 739 | 928.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 928.9 | |
| Total | 739 | 928.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052555] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brighton Securities Corp
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NY | 931.0 M |
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Philip James Wealth Management LLC
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Strategy Asset Managers LLC
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CA | 930.1 M |
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Stablepoint Partners LLC
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MA | 930.0 M |
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Wick Capital Partners LLC
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PA | 929.7 M |
|
Investmark Advisory Group LLC
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CT | 929.7 M |
|
Oppenheimer Investment Management LLC
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|
NY | 929.4 M |
|
RiversEdge Advisors LLC
✚
|
DE | 928.4 M |
|
Glass Jacobson Investment Advisors LLC
✚
|
MD | 928.0 M |
|
Trifecta Capital Advisors LLC
✚
|
IL | 927.4 M |