Adviser Profile

As of Date 01/04/2026
Registration status Registration Changed to VICENTE CAPITAL PARTNERS, LLC
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 134,277,119
of that, discretionary 134,277,119 -22%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0 -100%
Avg Account Size 67,138,560 -22%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

223M 191M 159M 128M 96M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name BAKER TILLY US, LLP Filing Date10/23/2025 Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP Filing Date01/28/2025 Form ADV-E View Report
Accounting Firm Name BAKER TILLY US, LLP Filing Date09/19/2023 Form ADV-E View Report

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Brochure Summary