VESTAPOINT CAPITAL LLC
Adviser information for VESTAPOINT CAPITAL LLC last updated from Form ADV on January 11th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127975 |
|---|---|
| SEC ERA File Number | 802-127975 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173742 |
| Legal Entity Identifier | None |
Principal Office
941 WEST MORSE BOULEVARDSUITE 100
WINTER PARK
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 407-960-7176, Fax: 646-349-1915
Chief Compliance Officer
AARON STEARNS
MANAGING DIRECTOR
941 WEST MORSE BOULEVARD
SUITE 100
WINTER PARK
FL
United States
Tel:
407-960-7176
Fax:
646-349-1915
A*******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VPC 410RI LLC | Real Estate Fund | $1.2M | $0.3M | 18 |
| VPC BEAUMONT MF LLC | Real Estate Fund | $1.4M | $0.3M | 17 |
| VPC MESQUITE MF LLC | Real Estate Fund | $8.7M | $0.1M | 20 |
| VPC PARTNERS XIX LLC | Real Estate Fund | $8.3M | $0.0M | 47 |
| VPC PARTNERS XV LLC | Real Estate Fund | $2.3M | $0.3M | 53 |
| VPC PARTNERS XVII LLC | Real Estate Fund | $0.8M | $0.3M | 51 |
| VPC PARTNERS XVIII LLC | Real Estate Fund | $2.3M | $0.0M | 47 |
| VPC PREFERRED II LLC | Real Estate Fund | $18.7M | $0.0M | 66 |
| VPC PREFERRED LLC | Real Estate Fund | $30.0M | $0.3M | 8 |
| VPC RETAIL LLC | Real Estate Fund | $4.4M | $0.3M | 8 |
| VPC VICTORIA MF II LLC | Real Estate Fund | $0.0M | $0.3M | 16 |
| VPC VICTORIA MF LLC | Real Estate Fund | $2.2M | $0.3M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEARNS, AARON | Individual | – | MANAGING DIRECTOR/MEMBER | 10/2011 | < 5% |
| WALKER, JOHN, L. | Individual | – | MANAGER/MEMBER | 10/2011 | 50-75% |
| STEARNS, ROBERT, BREUER | Individual | – | MANAGER | 10/2011 | < 5% |
| APS VESTA TRUST | Domestic Entity | – | MEMBER | 10/2011 | 25-50% |
| DHS VESTA TRUST | Domestic Entity | – | MEMBER | 10/2011 | 10-25% |
| STEARNS, DAVID | Individual | DHS VESTA TRUST | TRUSTEE | 10/2011 | |
| STEARNS, AARON | Individual | APS VESTA TRUST | TRUSTEE | 10/2011 |