Vardon Capital, L.L.C.

RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$7.1M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
285489
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vardon Capital, L.L.C. is organized as a limited liability company and operates as a hedge fund adviser focused on portfolio management for pooled investment vehicles. The firm’s client base is institutional, and its compensation structure combines a percentage-of-assets fee with performance-based fees, which aligns with typical hedge fund economics. Vardon Capital does not position itself as an active ESG investor and is not characterized as a multi-state or newly formed adviser. The firm’s regulatory and operational profile centers on managing pooled vehicles rather than providing broad retail wealth management or pension consulting. That focus—paired with performance fee arrangements—suggests an emphasis on delivering risk-adjusted returns through strategies run inside a fund structure rather than a large number of separate advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • Karen Shea

    Karen Shea

    Managing MemberCRD 6743115

  • Richard Shea

    Private InvestorCRD 1996379

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth