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| Keyboard |
| Vault Fiduciary LLC
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|---|---|
| CRD # | 339088 |
| SEC # | 801-134858 |
| CIK # | |
| AUM | 92.5 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-540-5000 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 92.5 |
| (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 | 2 | 92.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 92.5 |
| Total | 2 | 92.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.5 | |
| Total | 2 | 92.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
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MA | 96.0 M |
|
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TX | 95.7 M |
|
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TX | 94.9 M |
|
AOT Invest LLC
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IA | 93.9 M |
|
Midas Management Corporation
✚
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NH | 93.2 M |
|
First Associated Investment Advisors Inc
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MN | 93.1 M |
|
LEH II Management LLC
✚
|
CO | 93.1 M |
|
The Moneypaper Advisor Inc
✚
|
91.0 M | |
|
Modern Capital Management Co
✚
|
SC | 90.7 M |
|
Novawave Capital LLC
✚
|
CA | 90.0 M |