VAULTED MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMPBELL, California
CRD number
313835

Firm profile

FINTRX

Overview

Vaulted Management Company, LLC operates as a small, single-entity investment manager organized as a limited liability company and controlled by an individual owner. The firm’s public footprint centres on acting as sponsor, general partner and managing member for pooled investment vehicles rather than providing broad retail wealth-management services. Its documented activity is concentrated in venture capital fund management: the firm advises two private funds that together hold $8.4M of assets, suggesting a focus on early-stage or small-scale private equity opportunities. The regulatory snapshot classifies the firm as unclassified, indicates it is not an active ESG investor, not a multi-state adviser and not a pension consultant. The profile shows no standard advisory client roster or traditional advisory account AUM, which aligns with a fund-manager posture rather than a retail RIA model.

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

1 of 1
  • Morgan Slain

    ManagerCRD 7364442

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

CAMPBELL, CA

SANTA CLARA

Location

CAMPBELL, CA

Headquartered in CAMPBELL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
1671 Dell Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth