VIGIL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
337800

Firm profile

FINTRX

Overview

Vigil Management, LLC is organized as a limited liability company and appears to operate primarily as a manager of pooled investment vehicles rather than as a traditional retail RIA. Public data identify the firm as an adviser, sponsor and general partner/managing member of pooled funds. The firm is owned by an individual and is classified as unclassified in the available snapshot. It is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. SEC registration year and a fee schedule are not disclosed in the provided data.

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

2 of 2
  • Daniel Bezerra Nunes

    Chief Product OfficerCRD 8177590

  • Kole Lee

    CEOCRD 8103860

Contacts

1 of 1
  • Harutyun Koshkaryan

    Founding MemberCRD 8177599

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2151 Park Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth