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Adviser Profile

Registration status Registration Changed to VECTORSHARES LLC.
As of Date 02/29/2024
Adviser Type - No longer eligible
Number of Employees 4
of those in investment advisory functions 1
AUM* 5,000,000 -89.29%
of that, discretionary 5,000,000 -89.29%
Private Fund GAV* 0
Avg Account Size 185,185 -99.60%
% High Net Worth 76.47% 100.00%
SMA’s No
Private Funds 0
Contact Info 813 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

47M 40M 33M 27M 20M 13M 7M
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees