Falists
← Back to search

VANDERBILT AVENUE ASSET MANAGEMENT LLC

CRD 145370 · SEC 801-68702

Visit website

745 FIFTH AVENUE, 5TH FLOOR, NEW YORK, NY, 10151, United States

Phone

(212) 973-2200

Fax

(212) 973-2225

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$241.9M

Discretionary AUM

$195.6M

Team

6 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)ASSET ALLOCATION STATISTICS

Client types

TypeClientsAUM
High net worth individuals4$12.2M
Corporations/business entities6$108.3M

All web addresses on file

Official SEC filing: View on IAPD