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Building 2VANTIS INVESTMENT ADVISERS L.P.

Map pin
Phone786-577-2050
NotebookSEC #801-108080
Total AUM
$280.7M
Employees
0
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM--4:00PM
Monday - Friday
Phone
786-577-2050

ReceiptFinancials

Total AUM
$280.7M
Accounts
4
Discretionary
$280.7M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$207M
Pooled Vehicle Clients
1
AUM
$2.1M
Other Clients
1
AUM
$71.6M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY OFFICE
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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