Vectis Capital
Firm details
- Headquarters
- ,
- CRD number
- 342378
- Registered since
- June 8, 2026
- Website
- vectiscapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.84%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vectis Capital is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2026) and operates as a capital allocator for both individual/family clients and institutional accounts. Ownership is described as a mix of a domestic entity and an individual. Its advisory services span financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Vectis Capital also engages in selection of other advisers, publishes periodicals or newsletters, and runs educational seminars and workshops. On the industry side, the firm is involved as an adviser and sponsor and serves as a general partner/managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds34%
- Exchange Traded Equities25%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents11%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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