Vintage Asset Advisors, LLC

Overview

Vintage Asset Advisors, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and targets equity-heavy allocations, managing both individual and institutional relationships. Vintage does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Investment activity centers on separately managed accounts and exchange-traded securities as the primary building blocks of client portfolios. The firm’s stated client base and business activity point to a hands-on, account-level approach rather than large pooled funds or broad capital allocation mandates. Vintage also allocates to third-party hedge funds as part of its alternatives sleeve, using those strategies to complement public market equity exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices