VANTAR

RIASEC RegisteredEst. 2024
Total AUM
$40K
Discretionary
$0
0% of AUM
Avg account
$4K
Accounts
10
Employees
4
Advisory reps
1

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

FINTRX

Overview

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

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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: Cash & Cash Equivalents 90%, Exchange Traded Equities 10%90%
  • Cash & Cash Equivalents90%
  • Exchange Traded Equities10%

Owners & executives

1 of 1
  • AYODELE ALLU

    Chief Executive OfficerCRD 7981060

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth