Vanterra Capital LLC

RIASEC RegisteredEst. 2013
Total AUM
$471M
Discretionary
$471M
100% of AUM
Avg account
$36.2M
Accounts
13
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167242
Registered since
May 30, 2013
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 LLC is a privately held investment manager formed in 2013 and structured as a limited liability company. The firm identifies itself as a manager of private equity and venture capital vehicles and operates as a sponsor and general partner of pooled investment vehicles. Its client base is institutional, and it charges both a percentage-of-assets management fee and performance-based fees. Vanterra’s advisory activity is concentrated on portfolio management for pooled investment vehicles; it is not listed as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Alan Quasha

    Alan Quasha

    FounderCRD 4792725

  • Shad Azimi

    Shad Azimi

    Founder & Managing PartnerCRD 2941984

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth