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Vintage West Capital Management
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Vintage West Capital Management Share
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Overview Share
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Cardiff BY The Sea, California
$295.0 million AUM
1 office

Vintage West Capital Management is based in Cardiff BY The Sea, California and has $295.0 million in assets under management.

Location
160 Chesterfield Drive
Suite 102
Cardiff BY The Sea, CA 92007
$295.0 million
AUM
2
Employees
AUM Share
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$294,990,747
Assets under management
314 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 17 $3,256,042 1% $191,532
High net worth individuals 32 $243,142,517 82% $7,598,204
Pension and profit sharing plans 4 $37,316,358 13% $9,329,090
Charitable organizations 5 $6,782,002 2% $1,356,400
Other corporations or businesses 5 $4,493,828 2% $898,766
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$294,990,747
Assets under management
$147,495,374
AUM per employee
$147,495,374
AUM per investment analyst
About Share
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Compensation

Vintage West Capital Management makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Vintage West Capital Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 170,186
SEC number 801-79048
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 10, 2020

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