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 a corporate registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm acts not only as an adviser but also as a sponsor, general partner and managing member of pooled funds, indicating an emphasis on running and structuring private investment vehicles rather than serving a broad retail base. Its advisory mandate centers on portfolio management for pooled investment vehicles and its fee arrangements include performance-based fees, consistent with active management of alternative strategies and closed-end funds. Vcfa Group is not an active ESG investor and is organized under individual ownership, with SEC registration dating to 2012. Investment activity is concentrated on third-party alternative managers and proprietary pooled vehicles. The firm’s client base is institutional and its operating profile suggests a manager that allocates capital through funds it sponsors and through commitments to external alternative managers, with a governance role in the funds it controls.

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

    Chief Financial Officer & Chief Operations OfficerCRD 6029041

Contacts

3 of 3
  • ANDREW REILLY

    Managing DirectorCRD 7253623

  • DAVID TOM

    Managing DirectorCRD 3104998

  • WILLIAM HARMAN

    Managing DirectorCRD 1541420

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth