Vanderbilt Avenue Asset Management LLC

RIASEC RegisteredEst. 2008

Total AUM

$242M

Discretionary

$196M

81% of AUM

Avg account

$10.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 145370
Registered since: February 1, 2008
Website: vaamllc.com
Custodians: U.S. BANK, N.A., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses44.76%
State / Municipal Government35.68%
Insurance Companies10.23%
HNWI5.05%
Pension & Profit Sharing Plans4.28%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vanderbilt Avenue Asset Management LLC is an individual-owned, SEC-registered institutional RIA that has been registered since 2008 and operates as a limited liability company. The firm advises both high-net-worth individuals and institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Its revenue model combines percentage-of-AUM fees with fixed fees, and it also engages in other financial product distribution. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a separate capital allocator.