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Vantage Financial Partners, LLC

CRD 315828SEC# 801-122083Elm Grove, WI
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No longer SEC-registered. Vantage Financial Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #2,943 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$810.7M
Fund GAV
$22.5M
Private funds
9
Employees
26
Accounts
4,118
Location
Elm Grove, WI

Vantage Financial Partners, LLC assets under management

Vantage Financial Partners, LLC is an SEC-registered investment adviser based in Elm Grove, WI. It reports $810.7 million in regulatory assets under management and employs 26 people. Vantage Financial Partners, LLC manages 9 private funds with combined gross assets of $22.5 million, including Vfv Anderson Dahlen, LLC. By regulatory assets, it ranks 2,943 of 5,911 private fund managers.

Vantage Financial Partners, LLC private funds

9 funds · $22.5M GAV
FundTypeGross assetsMin.
Vfv Anderson Dahlen, LLCReal Estate$4M$25K
Vfv Northern Gateway, LLCReal Estate$3.6M$25K
Vfv Saint Bernards, LLCReal Estate$3.6M$25K
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Vantage Financial Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Allen Meyer ControlManaging Member10-25%2021
Jeremy James GardnerMemberUnder 5%2021
Jesse Allen Niederbaumer ControlManaging Member25-50%2021
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Frequently asked questions

How much does Vantage Financial Partners, LLC manage?

Vantage Financial Partners, LLC reports $810.7 million in regulatory assets under management on its Form ADV.

How many private funds does Vantage Financial Partners, LLC manage?

Vantage Financial Partners, LLC manages 9 private funds with combined gross assets of $22.5 million.

How many employees does Vantage Financial Partners, LLC have?

Vantage Financial Partners, LLC reports 26 employees.

Where is Vantage Financial Partners, LLC located?

Vantage Financial Partners, LLC is based in Elm Grove, WI.

Does Vantage Financial Partners, LLC disclose fund performance?

Vantage Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13230 Watertown Plank Road, Elm Grove, WI 53122
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$810.7M
Non-discretionary$0
Total (RAUM)$810.7M

Service providers