Vanshap Capital, LLC (Arlington)

Name: Vanshap Capital, LLC
Address: 1530 Wilson Blvd, Arlington, VA, 22209
Telephone: (571) 933-6950

Vanshap Capital, LLC is a mid-sized advisory firm based in Arlington. It manages $57.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Virginia.

Vanshap Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vanshap Capital: assets under management

The assets under management (AUM) of Vanshap Capital, LLC is $57.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vanshap Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Vanshap Capital serves?

The only and largest group of clients of Vanshap Capital is pooled investment vehicles with 1 clients and $57.8 million of assets under management. Among the 4 most similar advisory firms, Vanshap Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $57.8 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Vanshap Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Vanshap Capital, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Samuel Shapiro	Manager and member and chief compliance officer	1 Feb 2012	25% - 50%	4228711
Evan Richard Vanderveer	Manager and member	1 Feb 2012	25% - 50%	5448238
Markel Corporation	Member	1 Feb 2012	Other	54-1959284

Based in Arlington

The principal office where Vanshap Capital, LLC performs its advisory services is located at 1530 Wilson Blvd, Arlington, VA 22209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (571) 933-6950. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at vanshapcapital.com.