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Vauban Wealth Management

● SEC registered since 2019CRD 305222SEC# 801-117622Guaynabo, PR
Export (members)
Reg. AUM
$148.7M
Employees
2
Accounts
50
Location
Guaynabo, PR

Vauban Wealth Management assets under management

Vauban Wealth Management operates as an SEC-registered investment adviser based in Guaynabo, PR. The firm has been registered since 2019. It reports $148.7 million in regulatory assets under management and employs 2 people.

Vauban Wealth Management owners & executives

4 reported
NameTitleOwnershipSince
Goel Andres Velazquez Rosa ControlManager/ Cfo/ Cco/ Investment Advisor RepresentativeUnder 5%2020
Hubert Jean Andre Francois-Poncet ControlChairmanUnder 5%2019
Laperouse Ltd ControlShareholderOver 75%2019
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Frequently asked questions

How much does Vauban Wealth Management manage?

Vauban Wealth Management reports $148.7 million in regulatory assets under management on its Form ADV.

How many employees does Vauban Wealth Management have?

Vauban Wealth Management reports 2 employees.

Where is Vauban Wealth Management located?

Vauban Wealth Management is based in Guaynabo, PR and has been SEC-registered since 2019.

Does Vauban Wealth Management disclose fund performance?

Vauban Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969
Phone1-787-425-0035/0036
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$17.6M
Non-discretionary$131.1M
Total (RAUM)$148.7M