VL Capital Management LLC

Overview

VL Capital Management LLC is a small, discretionary advisory practice focused on portfolio management for individuals and families. The firm runs equity-heavy portfolios, preferring exchange-traded equities and ETFs as the backbone of client allocations while supplementing core equity exposure with mutual funds and select alternative managers. Its client base is primarily individual and family investors and the firm charges a percentage of assets under management with the option of performance-based fees, indicating willingness to pursue outcome-based relationships and to place clients into managers that use incentive compensation. The firm is not positioned as an ESG specialist and does not operate across multiple states as a multi-state adviser. With a modest asset base and a limited number of relationships, VL Capital runs concentrated, liquid portfolios for clients that require direct portfolio management rather than institutional pension consulting or large-scale capital allocation.

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Public Holdings

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Location & Offices