VERCAP MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$789M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
333354
Registered since
October 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vercap Management LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2024. The firm is individually owned and targets institutional clients, operating primarily as a manager of pooled investment vehicles. Its stated advisory activity is portfolio management for pooled vehicles rather than one-off advisory to retail accounts. The firm's fee arrangement combines a percentage-of-assets model with performance-based fees. Vercap does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not classified as a capital allocator in the provided data. The firm appears to use external manager relationships to gain exposure to certain asset classes rather than acting as a broad in-house allocator.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • RICHARD ROSS

    Chief Accounting OfficerCRD 7834572

  • MICHAEL AIKINS

    President, Chief Investment OfficerCRD 7831884

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth