VANDEVENTER & COMPANY

Overview

Vandeventer & Company is a small, owner-operated advisory practice focused on portfolio management for individuals and small businesses. The firm operates as a registered representative of a broker‑dealer and charges clients on a percentage‑of‑AUM basis. Investment activity centers on pooled public funds as the core holding type, supplemented by selected alternative strategies to diversify return streams and provide non‑correlated sources of income. The practice is not positioned as an ESG investor and does not report multi‑state adviser status. Given the firm’s scale, investment implementation appears to rely on third‑party managers and packaged vehicles rather than extensive in‑house investment manufacturing. The combination of mutual funds for core exposures and allocations to hedge funds, real estate, commodities and oil & gas suggests a blended approach: use low‑cost pooled products for broad market exposure and outside managers or private vehicles to access alternative risk premia.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices