The VEGA CAPITAL GROUP is a privately held investment adviser that advises $177.86mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. VEGA CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 53.41% over the last 5-years.
The Group has been registered with the SEC for 8.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $177.86mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $108.65mn or 61.09% of Total Assets and Corporations or Other Businesses own $39.63mn or 22.28% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
VEGA CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.