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 |
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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 |
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Compensation | % of AUM |
Principal Office
1723 68TH ST. SESUITE 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
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 |
---|---|---|---|---|---|
VANDERPOL, MARK, ADAM | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 05/2013 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
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 | – |