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Building 2VINTAGE WEST CAPITAL MANAGEMENT

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Phone858-397-5542
NotebookSEC #801-79048
Total AUM
$329.5M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 - 3:00
Monday - Friday
Phone
858-397-5542

ReceiptFinancials

Total AUM
$329.5M
Accounts
377
Discretionary
$138.4M
Accounts
342
Non-Discretionary
$191.1M
Accounts
35

ContactClients

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Individual Clients
13
AUM
$3.4M
HNW Individual Clients
28
AUM
$274.7M
Pension/Profit Sharing Plan Clients
5
AUM
$32M
Charitable Organization Clients
2
AUM
$10.6M
Corporation or Business Clients
7
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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