RIA Intel›Advisers›Illinois›VANTAGE FINANCIAL PARTNERS LIMITED

VANTAGE FINANCIAL PARTNERS LIMITED

Advisory

N·ARLINGTON HEIGHTS, IL

Data as of Mar 19, 2024 · Source: SEC Form ADV

Total AUM

$572M

1-Year AUM Growth

+12.8%

3-Year CAGR

+0.2%

Employees

9

Assets Under Management

Total AUM$572M

Discretionary AUM$569M

Non-Discretionary AUM$3M

Discretionary %99.5%

Total Clients—

Team

Total Employees9

Investment Advisers15

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record50

First FilingOct 20, 2008

Latest FilingMar 19, 2024

🔒 Full AUM trend chart and 50 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VANTAGE FINANCIAL PARTNERS LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.