V3limited LLC

RIASEC RegisteredEst. 2013

Total AUM

$122M

Discretionary

0% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 169624
Registered since: December 6, 2013
Website: v3-limited.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI98.87%
Corporations / Businesses1.13%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

V3limited LLC is an independent, individually owned registered investment adviser that first registered with the SEC in 2013. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses while also performing selection-of-other-advisers work — indicating a mix of direct portfolio management and manager-sourcing activity for clients. Its client base includes both individual/family clients and institutional relationships. The firm uses a variety of fee arrangements: percentage-of-AUM billing alongside hourly and fixed fees, and it can negotiate performance-based fees for applicable mandates. V3limited is not positioned as an active ESG investor and does not identify as a multi-state adviser in the provided profile.