VIKING PARTNERS ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$375M
Discretionary
$375M
100% of AUM
Avg account
$41.7M
Accounts
9
Employees
2
Advisory reps
3

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
321989
Registered since
August 31, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Viking Partners Advisors is an SEC-registered limited liability company that operates as a real estate fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions as a sponsor/GP and managing member of those vehicles; it also performs real estate broker and sponsor activities. Ownership includes both a domestic entity and individual owner(s). Viking Partners Advisors charges a combination of percentage-of-AUM and performance-based fees. The firm is not highlighted as an ESG-focused manager, does not present itself as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BRET CALLER

    Co-Founder & CEOCRD 1996003

  • MADELINE HEDGES

    Chief Compliance OfficerCRD 5159813

Contacts

1 of 1
  • steven miller

    President, Co-FounderCRD 7329366

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

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Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
8044 Montgomery Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth