Overview
Assets Under Management: $263 million
Headquarters: LA SALLE, IL
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
VEZZETTI CAPITAL MANAGEMENT, L.L.C. 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 #146758), VEZZETTI CAPITAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
VEZZETTI CAPITAL MANAGEMENT, L.L.C. is headquartered in LA SALLE, IL.
VEZZETTI CAPITAL MANAGEMENT, L.L.C. serves 28 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, VEZZETTI CAPITAL MANAGEMENT, L.L.C. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
VEZZETTI CAPITAL MANAGEMENT, L.L.C. manages $263 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, VEZZETTI CAPITAL MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.71%
Average Client Assets: $2.1 million
Total Client Accounts: 303
Discretionary Accounts: 303
Regulatory Filings
CRD Number: 146758
Filing ID: 1738153
Last Filing Date: 2023-03-22 17:20:00