Overview
Assets Under Management: $115 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 112
Average Client Assets: $0.9 million
Frequently Asked Questions
VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289896), VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP is subject to fiduciary duty under federal law.
VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP is headquartered in NEW YORK, NY.
VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP serves 112 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP manages $115 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, VAN GORP LLC DBA OVERTURE AND GLOBAL CAPITAL GROUP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.57%
Average Client Assets: $0.9 million
Total Client Accounts: 112
Discretionary Accounts: 5
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 289896
Filing ID: 1196484
Last Filing Date: 2018-03-30 18:09:00