VAM GROUP, LLC
Adviser information for VAM GROUP, LLC last updated from Form ADV on March 14th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| 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 | 72 | $81.4M |
| Non-Discretionary | 0 | $0 |
| Total | 72 | $81.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $6.5M |
| HNW Individuals | 8 | $12.9M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $61.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-126653 |
|---|---|
| SEC ERA File Number | 801-126653 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323226 |
| Legal Entity Identifier | None |
Principal Office
2100 GEORGETOWN DRIVESUITE 304
SEWICKLEY
PA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 724-940-5400, Fax: N/A
Websites
Chief Compliance Officer
BRYAN ROBERT VESCIO
PRESIDENT & CHIEF COMPLIANCE OFFICER
2100 GEORGETOWN DRIVE
SEWICKLEY
PA
United States
Tel:
724-940-5400
Fax:
N/A
B****@*****************M
(Full email address available in API data)
Regulatory Contact
MIKE JOHN DUDKOWSKI
INVESTMENT ADVISER REPRESENTATIVE
2100 GEORGETOWN DRIVE
SEWICKLEY
PA
United States
Tel:
724-940-5400
Fax:
N/A
M***@*****************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 |
|---|---|---|---|---|---|
| VESCIO, BRYAN, ROBERT | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 06/2021 | > 75% |