Vantage Consulting Group Inc (Virginia Beach)

Name: Vantage Consulting Group Inc
Address: 3500 Pacific Ave, Virginia Beach, VA, 23451
Telephone: 757-491-2998

Vantage Consulting Group Inc is a large advisory firm based in Virginia Beach. It manages $2.34 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Vantage Consulting Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and vcgi may also provide advice to endowments, ltd partnerships, advice/trading/acctg to pooled investments/and signal strategy. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vantage Consulting Group: assets under management

The assets under management (AUM) of Vantage Consulting Group Inc is $2.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 67637% since the beginning of its operation, and $107.92 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.34 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.7 million each.

Vantage Consulting Group has custody of $425.33 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 52% of the total AUM. The second-largest asset type is government bonds, which make up 17% of the firm’s portfolio. Investments in investment grade corporate bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vantage Consulting Group Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mark Terrence Finn serves?

The only and largest group of clients of Mark Terrence Finn is pooled investment vehicles with 7 clients and $533.25 million of assets under management. Among the 6 most similar advisory firms, Vantage Consulting Group has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $533.25 million for 7 clients. 27% of the firm’s clients are foreign persons or businesses.

Vantage Consulting Group also advises several private funds. Namely, one hedge fund, two other private funds, four private equity funds, and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $50,000 to $500,000.

Careers at Vantage Consulting Group Inc

The company employs 20 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Mark Terrence Finn has been acting as President since 1 Oct 1988. Eloise Clyde Chandler joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Terrence Finn	Chairman/ceo/chief compliance officer	1 Oct 1988	75% - 100%	1710971
Ruth Bell Cole	Secretary/treasurer	1 Oct 1988	Other	1711014
Gerald Hope Barnes	President	1 Sep 1991	Other	1711019
Eloise Clyde Chandler	President	1 Mar 2002	Other	1710982
Jonathan Frederick Finn	Vice president/cio	1 Mar 2002	Other	4526986

Based in Virginia Beach

The principal office where Vantage Consulting Group Inc performs its advisory services is located at 3500 Pacific Ave, Virginia Beach, VA 23451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-491-2998 or by fax 757-422-5378. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at vantageconsultinggroup.com.