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| Vega Capital Group LLC
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|---|---|
| CRD # | 129494 |
| SEC # | 801-111064 |
| CIK # | |
| AUM | 154.9 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-318-8740 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.6 |
| (b) Individuals (high net worth individuals) | 37 | 108.7 |
| (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 | 0 | 0.0 |
| (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 | 8 | 39.6 |
| (n) Other | 0 | 0.0 |
| Total | 127 | 154.9 |
| By Discretionary | ||
| Discretionary | 127 | 154.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 127 | 154.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 75.4 | |
| United States Persons | 79.5 | |
| Total | 127 | 154.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
M & A Consulting Group LLC
✚
|
TX | 155.4 M |
|
RHL Group LLC
✚
|
MI | 155.1 M |
|
Bellwether Investment Group LLC
✚
|
TN | 155.1 M |
|
Heritage Asset Management LLC
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|
MO | 155.0 M |
|
Broadview Wealth Management LLC
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|
154.9 M | |
|
Vitral Advisors LLC
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|
154.8 M | |
|
Lake Avenue Financial LLC
✚
|
CA | 154.7 M |
|
Tectonic Capital Advisors LLC
✚
|
TX | 154.4 M |
|
Newbury Capital Management LLC
✚
|
CA | 154.1 M |
|
First Source Investment Partners LLC
✚
|
CO | 154.0 M |