VCC Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$957M
Discretionary
$957M
100% of AUM
Avg account
$957M
Accounts
1
Employees
78
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
301023
Registered since
April 19, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

VCC Advisors, LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2019. The firm’s regulatory profile and stated activities center on managing portfolios for investment companies and serving institutional clients. Its fees combine a traditional percentage-of-assets model with performance-based compensation, which is consistent with arrangements used for pooled funds or separately managed strategies that seek outperformance. Regulatory and affiliation entries show the firm operates beyond a simple advisory role: it is linked to broker-dealer activities, other advisory entities, CPO/CTA activity, and it acts as a sponsor, general partner, or managing member of pooled investment vehicles. The record also indicates VCC Advisors is not flagged as an active ESG investor and is not designated as a capital allocator.

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

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Client base

Client personas

Owners & executives

3 of 3
  • Walter Owens

    Walter Owens

    CEOCRD 2700341

  • Robert Bourgeois

    Robert Bourgeois

    Partner & Chief Financial OfficerCRD 6613074

  • Katherine Squire

    Katherine Squire

    Chief Administrative OfficerCRD 6738205

Contacts

2 of 2
  • Nancy Lynch

    Assistant SecretaryCRD 6390960

  • Nadine Le Gall

    Nadine Le Gall

    Head of ComplianceCRD 4358239

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

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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth