Investment adviser · CRD 126208
VANTAGE INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Jun 18, 2020
- Regulatory AUM
- $2.55B Form ADV · Item 5.F
- Client accounts
- 109 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 28 | $2,493,401,592 | 97.7% |
| Insurance companies | Fewer than 5 | $33,256,577 | 1.3% |
| Other investment advisers | Fewer than 5 | $13,255,167 | 0.5% |
| Corporations & businesses | Fewer than 5 | $8,483,079 | 0.3% |
| Individuals | 7 | $3,639,880 | 0.1% |
| Other clients | Fewer than 5 | $1,327,102 | 0.1% |
Filing source
Form ADV 1433522 · Jun 18, 2020 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4900 MAIN STREET, SUITE 410KANSAS CITY, MO, 64112, United States
CRD 126208
Filing source
Form ADV 1433522 · Jun 18, 2020 · 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.