Vincose Capital Management, LLC

RIASEC Registered
Total AUM
$137K
Discretionary
$137K
100% of AUM
Avg account
$137K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
142938
Fee structure
Performance Based Fees
Client types
  • Other100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vincose Capital Management, LLC is a very small, privately owned advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm is organized as a limited liability company and operates under an individual-owner structure. Its stated investment preference is equities, with a practical tilt toward exchange-traded instruments. The firm charges performance-based fees, indicating an emphasis on aligning compensation with investment results rather than purely asset-based billing. Given the size and structure, Vincose Capital runs concentrated, bespoke relationships rather than a scaled institutional platform. It is not registered as a multi-state adviser, does not position itself as a capital allocator, and has no stated ESG investing program. The business model is consistent with a single-client discretionary manager that can deploy tactical equity exposures and implement performance-linked strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 50%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents50%

Contacts

1 of 1
  • Tom Tresnowski

    IARCRD 5306537

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth