Vwh Capital Management, Lp
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Overview
Vwh Capital Management, Lp operates as a financial advisor company headquartered in Dallas, Texas. The company has $4.2 billion in total assets over eight accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has a small group, including 15 financial advisors. Vwh Capital Management, Lp does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, options and stocks.
Vwh Capital Management, Lp administers all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the customer's authorization. The firm oversees roughly $525.0 million in assets for every customer account. An average financial advisor at Vwh Capital Management, Lp manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Vwh Capital Management, Lp's central office is located at 500 Crescent Court, Dallas, Texas 75201. The firm is legally permitted to provide services to customers throughout a number of states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vwh Capital Management, Lp by the Numbers
$4.2 billion
20
8
$525.0 million
Fee Structure
Financial management fees largely vary depending on which service is offered. Fee types charged by Vwh Capital Management, Lp likely consist of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its eight clients, Vwh Capital Management, Lp's largest client by number of accounts is pooled investment vehicles. About 38% of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vwh Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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