Vaquero Private Wealth, Ltd.

RIASEC RegisteredEst. 2019

Total AUM

$929M

Discretionary

$821M

88% of AUM

Avg account

$1.3M

Accounts

739

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 305266
Registered since: September 20, 2019
Website: www.vaquerowealth.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI93.84%
Individuals1.93%
Corporations / Businesses1.87%
Pension & Profit Sharing Plans1.18%
Charitable Organizations0.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vaquero Private Wealth, Ltd. is an independent RIA organized as a limited partnership and SEC-registered since 2019. The firm serves both individual and institutional clients and functions as a capital allocator, directing client capital to third-party managers in addition to managing portfolios directly. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting outside advisers. The firm also operates as an insurance broker. Fees are charged as a percentage of assets under management and by hourly engagement. Vaquero does not list itself as an active ESG investor and is not registered as a multi-state adviser.