VESTAPOINT LLC
Adviser information for VESTAPOINT LLC last updated from Form ADV on March 27th, 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 | 802-129498 |
|---|---|
| SEC ERA File Number | 802-129498 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329715 |
| Legal Entity Identifier | None |
Principal Office
941 WEST MORSE BOULEVARD, SUITE 100WINTER PARK
FL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 407-960-7176, Fax: None
Chief Compliance Officer
AARON STEARNS
MANAGING DIRECTOR
941 WEST MORSE BOULEVARD, SUITE 100
WINTER PARK
FL
United States
Tel:
407-960-7176
A*******@*************M
(Full email address available in API data)
Industry Affiliates
| VESTAPOINT CAPITAL II LLC | Sponsor, GP, manager of pooled investment vehicles |
| VESTAPOINT CAPITAL III LLC | Sponsor, GP, manager of pooled investment vehicles |
| VESTAPOINT CAPITAL LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VPC 410RI LLC | Real Estate Fund | $0.0M | $0.3M | 20 |
| VPC MESQUITE MF LLC | Real Estate Fund | $9.1M | $0.1M | 38 |
| VPC PARTNERS XIX LLC | Real Estate Fund | $2.8M | $0.3M | 63 |
| VPC PARTNERS XVIII LLC | Real Estate Fund | $0.5M | $0.0M | 57 |
| VPC PARTNERS XX LLC | Real Estate Fund | $12.0M | $0.0M | 62 |
| VPC PREFERRED II LLC | Real Estate Fund | $22.3M | $0.0M | 66 |
| VPC PREFERRED LLC | Real Estate Fund | $32.2M | $0.3M | 53 |
| VPC RETAIL LLC | Real Estate Fund | $5.0M | $0.3M | 39 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEARNS, AARON | Individual | – | MANAGING DIRECTOR/MEMBER | 12/2023 | 50-75% |
| WALKER, JOHN, L. | Individual | – | MANAGER/MEMBER | 12/2023 | 50-75% |