VANTAGE CONSULTING GROUP INC

RIASEC RegisteredEst. 1986
Total AUM
$242M
Discretionary
$242M
100% of AUM
Avg account
$34.5M
Accounts
7
Employees
10
Advisory reps
9

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 Vehicles71.2%
  • Pension & Profit Sharing Plans25.87%
  • Other2.93%
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 investment manager that blends private fund sponsorship with advisory services for institutional clients. The firm’s activity centers on active allocation to private markets—notably private equity and venture capital—while also managing liquid portfolios that favor fixed-income instruments. Investment duties include portfolio management for pooled vehicles and institutions, selection of external managers, and pension consulting work. Fee arrangements are mixed across percentage-of-AUM, fixed fees and performance-based structures, which aligns with its role as both a manager of private funds and advisor to client portfolios. Public equity exposure is deliberately limited and concentrated, suggesting the firm treats listed stocks as tactical holdings rather than the central engine of return generation. In contrast, private funds and alternative strategies are a core focus: Vantage runs multiple private vehicles and routinely allocates to third-party alternative managers across a wide set of strategies. ESG is not listed as an active investment lens.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 9
  • MARK FINN

    ChairmanCRD 1710971

  • RUTH COLE

    Secretary and TreasurerCRD 1711014

  • DAVID SCHIPPERS

    Director of Fund OperationsCRD 2284987

Unlock 6 more contacts

Wealth teams

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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