Virentes Capital Management LLC
RIAState Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$1.8M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335602
- Website
- www.virentescapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Virentes Capital Management LLC is a small, independent RIA organized as an LLC and registered in Oklahoma. The firm focuses on portfolio management for individuals and small businesses and operates under a fee model that combines a percentage of assets under management with potential performance-based fees. The adviser is individually owned and does not present itself as a capital allocator or pension consultant. The firm does not identify as an ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Non-Investment Grade Corp Bonds18%
- US Government Bonds12%
- Cash & Cash Equivalents2%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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