VANQUOUR LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 317552
- Registered since
- December 2, 2021
- Website
- vanquour.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents11%
Owners & executives
2 of 2LU ZHOU
President and Chief Compliance OfficerCRD 5977687
PATRICK DONOHUE
Chief Investment OfficerCRD 1029917
Contacts
3 of 3Maximillian Alden
Financial Advisor TraineeCRD 8103669
BENJAMIN KAUFAMN
AssociateCRD 8266070
Jacob Chen
Investment AdvisorCRD 7712282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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