VANQUOUR LLC

RIASEC RegisteredEst. 2021
Total AUM
$67M
Discretionary
$67M
100% of AUM
Avg account
$459K
Accounts
146
Employees
3
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
317552
Registered since
December 2, 2021
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Vanquour LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and families, with an ability to select and oversee outside advisers. The firm is structured as a limited liability company, is individually owned, and registered with the SEC in 2021. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements. Vanquour describes itself as a capital allocator but does not identify itself as an active ESG investor or a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 11%74%
  • Exchange Traded Equities74%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents11%

Owners & executives

2 of 2
  • LU ZHOU

    President and Chief Compliance OfficerCRD 5977687

  • PATRICK DONOHUE

    Chief Investment OfficerCRD 1029917

Contacts

3 of 3
  • Maximillian Alden

    Financial Advisor TraineeCRD 8103669

  • BENJAMIN KAUFAMN

    AssociateCRD 8266070

  • Jacob Chen

    Investment AdvisorCRD 7712282

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth