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| Happy Holidays!! thanks for using AUM13F!! |
| Vincimus Capital LLC
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| CRD # | 321865 |
| SEC # | 801-125872 |
| CIK # | |
| AUM | $167.8 M (2025-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 904-226-4946 |
| Address | 29160 Heathercliff Rd Malibu, CA 90265 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 1.6 |
| (b) Individuals (high net worth individuals) | 25 | 136.6 |
| (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 | 8 | 8.6 |
| (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 | 7 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 167.8 |
| By Discretionary | ||
| Discretionary | 101 | 72.0 |
| Non-Discretionary | 200 | 95.8 |
| Total | 301 | 167.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 166.8 | |
| Total | 301 | 167.8 |
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|---|---|---|
|
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FL | 0.2 |
|
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WI | 0.2 |
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NY | 0.2 |
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0.2 | |
|
Invisor Financial LLC
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KS | 0.2 |
|
Montgomery Financial Services LLC
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|
MD | 0.2 |
|
First Citizens Asset Management Inc
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|
NC | 0.2 |
|
Valued Retirements Inc
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|
TX | 0.2 |
|
Specialized Retirement Consultants LLC
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|
0.2 | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |