VANTAR
Firm details
- Headquarters
- New York, New York
- CRD number
- 333196
- Registered since
- November 1, 2024
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vantar is a limited liability company that registered with the SEC in 2024 and positions itself as an advisor to individual and family clients. The firm’s reported advisory activity centers on portfolio management for individuals and small businesses. Vantar charges fees as a percentage of assets under management and, according to its filing, does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Ownership is listed as a combination of a domestic entity and an individual, and the firm’s internal classification is recorded as unclassified.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents90%
- Exchange Traded Equities10%
Owners & executives
1 of 1AYODELE ALLU
Chief Executive OfficerCRD 7981060
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
- 276 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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