Vantage Consulting Group Inc

RIASEC Registered
Total AUM
$246M
Discretionary
$246M
100% of AUM
Avg account
$35.2M
Accounts
7
Employees
10
Advisory reps
10

Firm details

Headquarters
Virginia Beach, Virginia
CRD number
105240
Registered since
July 17, 1986
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 46%, Private Funds 30%, Exchange Traded Equities 24%46%
  • Non-Investment Grade Corp Bonds46%
  • Private Funds30%
  • Exchange Traded Equities24%

Contacts

3 of 10
  • Jonathan Finn

    Jonathan Finn

    Executive Vice PresidentCRD 4526986

  • John Dessouki

    John Dessouki

    Director, InvestmentsCRD 6713953

  • Sanjeev Mudumba

    DirectorCRD 6591743

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth