Vantis Equity Associates LLC (Los Angeles)

Vantis Equity Associates LLC is a large advisory firm based in Los Angeles. It manages $308 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.

Vantis Equity Associates provides portfolio management for individuals and small businesses and 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.

Vantis Equity Associates: assets under management

The assets under management (AUM) of Vantis Equity Associates LLC is $308 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vantis Equity Associates LLC for their services and products based on a percentage of assets under management. 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.

Careers at Vantis Equity Associates LLC

Kenneth Gerard Langone has been acting as President since 1 Aug 2001. Peyton Elizabeth Tansill joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Gerard Langone	Chairman	1 Aug 2001	Other	302133
Steven Holiman	Ceo	1 Aug 2001	25% - 50%	2337971
C Gerard E Manolovici	Board member	1 Aug 2001	Other	319068
Alan Richard Batkin	Board member	1 Aug 2001	Other	14723
Peter Matthew Dale	Managing director	1 Aug 2001	Other	724315
Richard Arthur Gadbois	Vice president	1 Aug 2001	Other	712439
Bruce Marshall Langone	Vice president	1 Aug 2001	Other	1915965
John Stanley Baran	Cfo & secretary	1 Aug 2001	Other	1563209
Thomas Lacey Teague	Member of vantis	1 Aug 2001	Other	1459559
Elliott Bryan Broidy	Board member	1 Aug 2001	Other	4454501
Aulana Louise Peters	Board member	1 Aug 2001	Other	4454502
Anthony Frederick Lofrisco	Board member	1 Aug 2001	Other	4454503
Dale Franklin Frey	Board member	1 Aug 2001	Other	4454505
Menahz (Nmn) Garcia	Vice president	1 Aug 2001	Other	4454506
Diane Marie Pecci	Vice president	1 Aug 2001	Other	4454507
John Brown Neff	Board member	1 Aug 2001	Other	4454633
Bernard (Nmn) Marcus	Board member	1 Aug 2001	Other	4454638
Steven David Holzman	Ceo	1 Aug 2001	25% - 50%	2337971
Mahnaz (Nmn) Garcia	Vice president	1 Aug 2001	Other	4454506
Michelle Helene Gillette	Senior vice president of investor relations	1 Aug 2001	Other	2437446
Ann Dore Mclaughlin	Board member	1 Sep 2001	Other	2013870
Adam Douglas Duncan	Managing director, general counsel	1 Dec 2001	Other	2924986
Richard Mage Keller	Research analyst	1 Dec 2001	Other	4496544
Peyton Elizabeth Tansill	Vice president	1 Jan 2002	Other	3119148

Based in Los Angeles

The principal office where Vantis Equity Associates LLC performs its advisory services is located at 725 S. Figueroa, Suite 900, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.