VAQUERO PRIVATE WEALTH, LTD.

Overview

Vaquero Private Wealth, Ltd. is an independent registered investment adviser organized as a limited partnership and SEC-registered in 2019. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that combines discretionary portfolio management with financial planning and advisory services. Its advisory scope includes portfolio management for individuals, small businesses and larger entities, pension consulting, and the selection of other advisers, which indicates a willingness to use sub‑advisors and third‑party managers where appropriate. Investment activity is concentrated in public funds and separately managed accounts, but the firm also allocates to private equity through external alternative managers. Vaquero uses a mix of fee structures (percentage of assets under management and hourly charges) and operates an insurance brokerage business alongside its advisory services. The firm does not describe itself as an active ESG investor.

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Location & Offices