Overview
Assets Under Management: $554 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 3
Average Client Assets: $153.5 million
Frequently Asked Questions
VANTIS INVESTMENT ADVISERS L.P. 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 #284521), VANTIS INVESTMENT ADVISERS L.P. is subject to fiduciary duty under federal law.
VANTIS INVESTMENT ADVISERS L.P. is headquartered in MIAMI, FL.
VANTIS INVESTMENT ADVISERS L.P. serves 3 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, VANTIS INVESTMENT ADVISERS L.P. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
VANTIS INVESTMENT ADVISERS L.P. manages $554 million in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, VANTIS INVESTMENT ADVISERS L.P. 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: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.09%
Average Client Assets: $153.5 million
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 284521
Filing ID: 1183909
Last Filing Date: 2018-03-02 10:54:00