Vfpe Advisors LLC (King Of Prussia)

Name: Vfpe Advisors LLC
Address: 1030 Old Valley Forge Road, King Of Prussia, PA, 19406
Telephone: 610-783-6650

Vfpe Advisors LLC is a large advisory firm based in King Of Prussia. It manages $101.95 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Pennsylvania.

Vfpe Advisors 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.

Vfpe Advisors: assets under management

The assets under management (AUM) of Vfpe Advisors LLC is $101.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.5 million each.

Vfpe Advisors has custody of $101.95 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vfpe Advisors 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 Vfpe Advisors serves?

The only and largest group of clients of Vfpe Advisors is pooled investment vehicles with 12 clients and $101.95 million of assets under management. Among the 8 most similar advisory firms, Vfpe Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $101.95 million for 12 clients. None of the firm’s clients are foreign persons or businesses.

Vfpe Advisors also advises several private funds. Namely, three real estate funds and nine private equity funds. The minimum investment commitment required of non-related persons ranges from $20,000 to $250,000.

Careers at Vfpe Advisors LLC

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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 receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Maher	Managing member	1 Nov 2018	25% - 50%	2139398
Sean Maher	President, ceo, managing member	1 Nov 2018	25% - 50%	2762107
Michael Gregory Mallick	Managing member	1 Nov 2018	25% - 50%	5713517
Radcliffe Hastings	Chief investment strategist, managing member	1 Nov 2018	25% - 50%	2458904
Jeffrey Merrill	Chief compliance officer	1 Nov 2018	Other	6575313

Based in King Of Prussia

The principal office where Vfpe Advisors LLC performs its advisory services is located at 1030 Old Valley Forge Road, King Of Prussia, PA 19406, 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 610-783-6650 or by fax 610-783-6792. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at vffg.com/ and its LinkedIn profile.