Investment adviser · CRD 315828
VANTAGE FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
ELM GROVE, WI, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $1.02B Form ADV · Item 5.F
- Client accounts
- 5,227 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,654 | $540,044,647 | 52.8% |
| High-net-worth individuals | 211 | $450,787,808 | 44.0% |
| Pooled investment vehicles | 10 | $26,587,000 | 2.6% |
| Charities | 8 | $3,722,446 | 0.4% |
| Corporations & businesses | 5 | $2,255,687 | 0.2% |
| Investment companies | 1 | $14,602 | 0.0% |
Filing source
Form ADV 2083266 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
10 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
VFV BAYSIDE SENIOR, LLCReal Estate Fund · Last reported Mar 26, 2026$4.08MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-6290444040
- Reported beneficial owners
- 28
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV ANDERSON DAHLEN, LLCReal Estate Fund · Last reported Mar 26, 2026$4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-1772276316
- Reported beneficial owners
- 26
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV NORTHERN GATEWAY, LLCReal Estate Fund · Last reported Mar 26, 2026$3.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-4890989497
- Reported beneficial owners
- 29
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV SAINT BERNARDS, LLCReal Estate Fund · Last reported Mar 26, 2026$3.57MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-1345178554
- Reported beneficial owners
- 35
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV PPC, LLCPrivate Equity Fund · Last reported Mar 26, 2026$3.23MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-5310242533
- Reported beneficial owners
- 19
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV WEST NATIONAL, LLCReal Estate Fund · Last reported Mar 26, 2026$2.74MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-2233763508
- Reported beneficial owners
- 26
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VFV QUARRY, LLCReal Estate Fund · Last reported Mar 26, 2026$2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
REILLY, PENNER & BENTON, LLP
PCAOB 525
Fund details & source
- Fund ID
- 805-7330750564
- Reported beneficial owners
- 21
- Minimum commitment
- $25K
Form ADV 2083266 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13230 WATERTOWN PLANK ROADELM GROVE, WI, 53122, United States
CRD 315828
Filing source
Form ADV 2083266 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.