VANTERRA CAPITAL GP, LLC

RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$4.8M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
291468
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vanterra Capital Gp, LLC is organized as a limited liability company that operates in the venture capital space and provides portfolio management for pooled investment vehicles. The firm positions itself toward institutional investors and serves as an adviser and sponsor, acting as general partner and managing member of pooled vehicles it oversees. Its compensation model combines a percentage-of-assets fee with performance-based fees common to venture strategies. Vanterra is not identified as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SHAD AZIMI

    Founder & Managing PartnerCRD 2941984

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
853 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth