Vcfa Group

RIASEC RegisteredEst. 2012
Total AUM
$410M
Discretionary
$410M
100% of AUM
Avg account
$45.5M
Accounts
9
Employees
9
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
160941
Registered since
March 30, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vcfa Group is an SEC-registered institutional RIA that focuses on managing pooled investment vehicles. The firm, formed as a corporation and registered with the SEC in 2012, serves primarily institutional clients and charges performance-based and other fee arrangements. Its business activities include acting as sponsor, general partner, and managing member of pooled vehicles, and its advisory offering centers on portfolio management for pooled investment vehicles. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

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

Owners & executives

1 of 1
  • Deena Seelenfreund

    Deena Seelenfreund

    Chief Financial Officer & Chief Operations OfficerCRD 6029041

Contacts

3 of 3
  • Andrew Reilly

    Andrew Reilly

    Managing DirectorCRD 7253623

  • David Tom

    David Tom

    Managing DirectorCRD 3104998

  • William Harman

    William Harman

    Managing DirectorCRD 1541420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
126 E 56th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth