VANDERPOL INVESTMENTS L.L.C.

Adviser information for VANDERPOL INVESTMENTS L.L.C. last updated from Form ADV on March 25th, 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 Michigan, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 488 $123.1M
Non-Discretionary 0 $0
Total 488 $123.1M

Clients

Type Number RAUM
Individuals 68 $11.6M
HNW Individuals 16 $108.7M
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 <5 $2.8M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUM

Identifiers

SEC RIA File Number 801-127704
SEC ERA File Number 801-127704
SEC CIK Numbers 2015682
SEC CRD Numbers 168174
Legal Entity Identifier None

Principal Office

1723 68TH ST. SE
SUITE B
CALEDONIA
MI
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 616-723-2637, Fax: None

Chief Compliance Officer

MARK ADAM VANDERPOL
PRESIDENT
1723 68TH ST. SE
SUITE B
CALEDONIA
MI
United States
Tel: 616-723-2637
(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
VANDERPOL, MARK, ADAM Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 05/2013 > 75%

No. Employees, Historic

10502023202420253 on 3/21/20233 on 4/3/20233 on 6/13/20233 on 3/25/20243 on 3/25/2024

RAUM, Historic

200M100M0202320242025122656065 on 3/21/2023122656065 on 4/3/2023122656065 on 6/13/2023123126425 on 3/25/2024123126425 on 3/25/2024

No. Clients, Historic

9045020232024202590 on 3/21/202390 on 4/3/202390 on 6/13/202388 on 3/25/202488 on 3/25/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABRDN ETFS BBRG ALL COMMDY 2M 53K
ADOBE INC COM 273K 492
ALPHABET INC CAP STK CL C 209K 1K
ALPHABET INC CAP STK CL A 246K 1K
AMAZON COM INC COM 484K 3K
APPLE INC COM 600K 3K
BROADCOM INC COM 318K 198
CHEVRON CORP NEW COM 248K 2K
DIMENSIONAL ETF TRUST US CORE EQT MKT 3M 67K
DIMENSIONAL ETF TRUST INTL CORE EQT MK 625K 21K
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 585K 23K
DIMENSIONAL ETF TRUST US CORE EQUITY 2 786K 24K
EXXON MOBIL CORP COM 261K 2K
META PLATFORMS INC CL A 500K 991
FLEXSHARES TR MORNSTAR UPSTR 447K 11K
HOME DEPOT INC COM 244K 710
ISHARES TR 0-5 YR TIPS ETF 388K 4K
ISHARES INC CORE MSCI EMKT 872K 16K
ISHARES TR GLOBAL REIT ETF 210K 9K
ISHARES TR CORE MSCI INTL 1M 22K
JPMORGAN CHASE & CO. COM 201K 994
ELI LILLY & CO COM 311K 343
MASTERCARD INCORPORATED CL A 228K 517
MICROSOFT CORP COM 728K 2K
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 207K 19K
NVIDIA CORPORATION COM 630K 5K
SPDR S&P 500 ETF TR TR UNIT 2M 4K
SPDR SER TR NUVEEN BLOOMBERG 639K 25K
SPDR SER TR PORTFLI HIGH YLD 360K 16K
SALESFORCE INC COM 263K 1K
SCHWAB STRATEGIC TR US LRG CAP ETF 3M 51K
SCHWAB STRATEGIC TR MUN BD ETF 2M 42K
SCHWAB STRATEGIC TR US AGGREGATE B 3M 55K
SCHWAB STRATEGIC TR SHT TM US TRES 253K 5K
STRYKER CORPORATION COM 663K 2K
TOYOTA MOTOR CORP ADS 299K 1K
VANGUARD WORLD FD EXTENDED DUR 645K 9K
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 976K 20K
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 1M 18K
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 26K
VISA INC COM CL A 321K 1K
WALMART INC COM 319K 5K
LINDE PLC SHS 227K 518