Vintage Asset Management, LLC

Overview

Vintage Asset Management, LLC is a small, fee-based investment adviser that manages concentrated equity-oriented portfolios for individuals, families and institutional clients. The firm favors exchange-traded equities and ETFs as its primary exposure, running separately managed accounts and pooled mutual fund positions rather than relying on proprietary products. Advisory activity focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions, with a percentage-of-AUM fee model. The adviser is not positioned as an ESG/impact specialist and does not present as a multi-state or pension consultant adviser. Vintage’s client base and custody footprint suggest a hybrid approach: core equity allocations held through low-cost providers and brokerage accounts, supplemented by mutual funds where appropriate. The firm appears to prioritize liquid, publicly traded securities and SMA structures, rather than third-party alternative fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices