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.
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 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.
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.
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.
You can reach the main office by calling the phone number 213-817-2200 or by fax 213-817-2230. The normal business hours are 5:30 am - 3:30 pm on Monday - Friday.