VAM GROUP, LLC

Overview

VAM Group, LLC is a small, SEC-registered Registered Investment Adviser that provides discretionary portfolio management to both individuals/families and business or institutional clients. The firm operates on a percentage-of-assets fee model and focuses its advisory work on actively managed portfolios rather than one-off consulting or pension consulting services. According to filings, VAM Group is not an active ESG investor and does not position itself as a capital allocator—its investment program relies on third-party managers and pooled products for most exposures. The adviser’s business activity centers on portfolio management for individuals, small businesses and institutions, with discretionary authority over client accounts. The firm was registered with the SEC in 2022 and is organized as a limited liability company owned by an individual. Its investment mix is tilted heavily toward public funds and mutual fund vehicles, supplemented by allocations to external real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices