Vantage Consulting Group Inc
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 105240
- Registered since
- July 17, 1986
- Website
- vantageconsultinggroup.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles71.74%
- Pension & Profit Sharing Plans25.39%
- Other2.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vantage Consulting Group Inc is a corporate RIA that dates back to SEC registration in 1986 and operates as an owner-managed firm serving institutional clients. Filings classify the firm as a multifaceted fund manager and fund provider with activity across private equity, venture capital and other pooled vehicles. Advisory services reported include discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, plus selection-of-other-advisers work and pension consulting services. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also reports it does not act as a capital allocator. Fee arrangements are varied — percentage-of-AUM, fixed fees and performance-based fees are all used depending on the mandate. The firm sponsors and advises multiple private funds (see Investments & Alternatives), and its lending/credit and fixed-income footprint is material in separately managed accounts.
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
- Non-Investment Grade Corp Bonds46%
- Private Funds30%
- Exchange Traded Equities24%
Contacts
3 of 10
Jonathan Finn
Executive Vice PresidentCRD 4526986

John Dessouki
Director, InvestmentsCRD 6713953
Sanjeev Mudumba
DirectorCRD 6591743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 3500 Pacific Ave
- Time zone
- ET (UTC-5)
- Office locations
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