VMG Partners II, LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$113M
Accounts
28
Employees
36
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
157720
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

VMG Partners II, LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm operates as a private equity fund manager that advises pooled investment vehicles and serves institutional investors. It functions in sponsor and general-partner roles, acting as managing member for the vehicles it runs rather than as an independent capital allocator to outside strategies. The firm charges a combination of asset-based fees and performance fees. VMG Partners II, LLC identifies as an active ESG investor, which suggests ESG considerations are incorporated into its investment and monitoring processes. It does not present itself as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Emily Eisenbarth

    Emily Eisenbarth

    Chief Compliance OfficerCRD 5371725

Contacts

3 of 4
  • Wayne Wu

    Wayne Wu

    General PartnerCRD 4839732

  • Robin Tsai

    Robin Tsai

    General PartnerCRD 6470093

  • Michael Mauze

    Michael Mauze

    General PartnerCRD 1407098

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
39 Mesa St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth