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 organized as a corporation and operates as an independent registered investment adviser. The firm registered with the SEC in 2024 and describes its client base as individuals and families, with advisory activity focused on portfolio management for individuals and small businesses. Vantar charges fees as a percentage of assets under management. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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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