VINCIMUS CAPITAL, LLC
Adviser information for VINCIMUS CAPITAL, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 90 | $42.9M |
| Non-Discretionary | 172 | $83.6M |
| Total | 262 | $126.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $1.1M |
| HNW Individuals | 24 | $103.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $8.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $14.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-125872 |
|---|---|
| SEC ERA File Number | 801-125872 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321865 |
| Legal Entity Identifier | None |
Principal Office
29500 HEATHERCLIFF RD. SPC. 112MALIBU
CA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 904.226.4946, Fax: None
Chief Compliance Officer
JOEL LOPATA
CCO
29500 HEATHERCLIFF RD. SPC. 112
MALIBU
CA
United States
Tel:
8477362055
J***@***********M
(Full email address available in API data)
Regulatory Contact
ROBERT MOREIRO
ATTORNEY
799 SANDPIPER LANE
799 SANDPIPER LANE
FL
United States
Tel:
904.582.8874
R*************@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOLMES, LOCKWOOD, POOL | Individual | – | OWNER/CCO | 05/2022 | > 75% |