VANTAGE FINANCIAL PARTNERS LIMITED
CRD #123351 SEC #801-69709 ARLINGTON HEIGHTS, IL 847-590-9191
SEC Registered Disclosures
Total AUM
$572.4M
Discretionary
$569.4M
Employees
15
Clients
11
Accounts
1,018
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $572.4M | $569.4M | $3M | 15 | 13 |
| Mar 2024 | $572.4M | $569.4M | $3M | 15 | 13 |
| Oct 2023 | $507.4M | $502.4M | $5M | 17 | 14 |
| Mar 2023 | $507.4M | $502.4M | $5M | 17 | 14 |
| Mar 2023 | $507.4M | $502.4M | $5M | 17 | 14 |
| Nov 2022 | $597M | $591.2M | $5.8M | 16 | 17 |
| Sep 2022 | $597M | $591.2M | $5.8M | 16 | 17 |
| Mar 2022 | $597M | $591.2M | $5.8M | 16 | 17 |
| Nov 2021 | $569M | $563.2M | $5.8M | 15 | 14 |
| May 2021 | $569M | $563.2M | $5.8M | 15 | 14 |
| Mar 2021 | $569M | $563.2M | $5.8M | 15 | 14 |
| Mar 2021 | $569M | $563.2M | $5.8M | 15 | 14 |
| Feb 2021 | $514.9M | $510M | $4.9M | 15 | 21 |
| Oct 2020 | $514.9M | $510M | $4.9M | 15 | 21 |
| Jun 2020 | $514.9M | $510M | $4.9M | 15 | 21 |
| Mar 2020 | $514.9M | $510M | $4.9M | 15 | 21 |
| Oct 2019 | $417.8M | $412.2M | $5.6M | 16 | 31 |
| Sep 2019 | $417.8M | $412.2M | $5.6M | 16 | 31 |
| Mar 2019 | $417.8M | $412.2M | $5.6M | 16 | 31 |
| Dec 2018 | $451.1M | $444.1M | $7M | 16 | 27 |
| Apr 2018 | $451.1M | $444.1M | $7M | 16 | 27 |
| Mar 2018 | $451.1M | $444.1M | $7M | 16 | 27 |
| May 2017 | $379.1M | $376.5M | $2.7M | 18 | 400 |
| Mar 2017 | $379.1M | $376.5M | $2.7M | 18 | 400 |
| Jan 2017 | $357.1M | $354.7M | $2.4M | 18 | 417 |
| Jan 2017 | $357.1M | $354.7M | $2.4M | 18 | 417 |
| May 2016 | $357.1M | $354.7M | $2.4M | 18 | 417 |
| Mar 2016 | $357.1M | $354.7M | $2.4M | 18 | 417 |
| Jan 2016 | $345.3M | $340.6M | $4.7M | 16 | 410 |
| Jun 2015 | $345.3M | $340.6M | $4.7M | 16 | 410 |
| May 2015 | $345.3M | $340.6M | $4.7M | 16 | 410 |
| Mar 2015 | $345.3M | $340.6M | $4.7M | 16 | 410 |
| Aug 2014 | $314.8M | $307.6M | $7.2M | 17 | 400 |
| Jul 2014 | $314.8M | $307.6M | $7.2M | 17 | 400 |
| May 2014 | $314.8M | $307.6M | $7.2M | 17 | 400 |
| Mar 2014 | $314.8M | $307.6M | $7.2M | 17 | 400 |
| Jun 2013 | $258.1M | $255.7M | $2.4M | 13 | 400 |
| May 2013 | $258.1M | $255.7M | $2.4M | 13 | 400 |
| Mar 2013 | $258.1M | $255.7M | $2.4M | 13 | 400 |
| Mar 2012 | $214M | $209.6M | $4.4M | 6 | 400 |
| Mar 2011 | $203.2M | $199.8M | $3.5M | 10 | -- |
| Dec 2010 | $161.4M | $157.5M | $4M | 10 | -- |
| Mar 2010 | $161.4M | $157.5M | $4M | 10 | -- |
| Sep 2009 | $148M | $144.2M | $3.8M | 10 | -- |
DateMar 2024
Total AUM$572.4M
Discretionary$569.4M
Non-Disc.$3M
Employees15
Clients13
DateMar 2024
Total AUM$572.4M
Discretionary$569.4M
Non-Disc.$3M
Employees15
Clients13
DateOct 2023
Total AUM$507.4M
Discretionary$502.4M
Non-Disc.$5M
Employees17
Clients14
DateMar 2023
Total AUM$507.4M
Discretionary$502.4M
Non-Disc.$5M
Employees17
Clients14
DateMar 2023
Total AUM$507.4M
Discretionary$502.4M
Non-Disc.$5M
Employees17
Clients14
DateNov 2022
Total AUM$597M
Discretionary$591.2M
Non-Disc.$5.8M
Employees16
Clients17
DateSep 2022
Total AUM$597M
Discretionary$591.2M
Non-Disc.$5.8M
Employees16
Clients17
DateMar 2022
Total AUM$597M
Discretionary$591.2M
Non-Disc.$5.8M
Employees16
Clients17
DateNov 2021
Total AUM$569M
Discretionary$563.2M
Non-Disc.$5.8M
Employees15
Clients14
DateMay 2021
Total AUM$569M
Discretionary$563.2M
Non-Disc.$5.8M
Employees15
Clients14
DateMar 2021
Total AUM$569M
Discretionary$563.2M
Non-Disc.$5.8M
Employees15
Clients14
DateMar 2021
Total AUM$569M
Discretionary$563.2M
Non-Disc.$5.8M
Employees15
Clients14
DateFeb 2021
Total AUM$514.9M
Discretionary$510M
Non-Disc.$4.9M
Employees15
Clients21
DateOct 2020
Total AUM$514.9M
Discretionary$510M
Non-Disc.$4.9M
Employees15
Clients21
DateJun 2020
Total AUM$514.9M
Discretionary$510M
Non-Disc.$4.9M
Employees15
Clients21
DateMar 2020
Total AUM$514.9M
Discretionary$510M
Non-Disc.$4.9M
Employees15
Clients21
DateOct 2019
Total AUM$417.8M
Discretionary$412.2M
Non-Disc.$5.6M
Employees16
Clients31
DateSep 2019
Total AUM$417.8M
Discretionary$412.2M
Non-Disc.$5.6M
Employees16
Clients31
DateMar 2019
Total AUM$417.8M
Discretionary$412.2M
Non-Disc.$5.6M
Employees16
Clients31
DateDec 2018
Total AUM$451.1M
Discretionary$444.1M
Non-Disc.$7M
Employees16
Clients27
DateApr 2018
Total AUM$451.1M
Discretionary$444.1M
Non-Disc.$7M
Employees16
Clients27
DateMar 2018
Total AUM$451.1M
Discretionary$444.1M
Non-Disc.$7M
Employees16
Clients27
DateMay 2017
Total AUM$379.1M
Discretionary$376.5M
Non-Disc.$2.7M
Employees18
Clients400
DateMar 2017
Total AUM$379.1M
Discretionary$376.5M
Non-Disc.$2.7M
Employees18
Clients400
DateJan 2017
Total AUM$357.1M
Discretionary$354.7M
Non-Disc.$2.4M
Employees18
Clients417
DateJan 2017
Total AUM$357.1M
Discretionary$354.7M
Non-Disc.$2.4M
Employees18
Clients417
DateMay 2016
Total AUM$357.1M
Discretionary$354.7M
Non-Disc.$2.4M
Employees18
Clients417
DateMar 2016
Total AUM$357.1M
Discretionary$354.7M
Non-Disc.$2.4M
Employees18
Clients417
DateJan 2016
Total AUM$345.3M
Discretionary$340.6M
Non-Disc.$4.7M
Employees16
Clients410
DateJun 2015
Total AUM$345.3M
Discretionary$340.6M
Non-Disc.$4.7M
Employees16
Clients410
DateMay 2015
Total AUM$345.3M
Discretionary$340.6M
Non-Disc.$4.7M
Employees16
Clients410
DateMar 2015
Total AUM$345.3M
Discretionary$340.6M
Non-Disc.$4.7M
Employees16
Clients410
DateAug 2014
Total AUM$314.8M
Discretionary$307.6M
Non-Disc.$7.2M
Employees17
Clients400
DateJul 2014
Total AUM$314.8M
Discretionary$307.6M
Non-Disc.$7.2M
Employees17
Clients400
DateMay 2014
Total AUM$314.8M
Discretionary$307.6M
Non-Disc.$7.2M
Employees17
Clients400
DateMar 2014
Total AUM$314.8M
Discretionary$307.6M
Non-Disc.$7.2M
Employees17
Clients400
DateJun 2013
Total AUM$258.1M
Discretionary$255.7M
Non-Disc.$2.4M
Employees13
Clients400
DateMay 2013
Total AUM$258.1M
Discretionary$255.7M
Non-Disc.$2.4M
Employees13
Clients400
DateMar 2013
Total AUM$258.1M
Discretionary$255.7M
Non-Disc.$2.4M
Employees13
Clients400
DateMar 2012
Total AUM$214M
Discretionary$209.6M
Non-Disc.$4.4M
Employees6
Clients400
DateMar 2011
Total AUM$203.2M
Discretionary$199.8M
Non-Disc.$3.5M
Employees10
Clients--
DateDec 2010
Total AUM$161.4M
Discretionary$157.5M
Non-Disc.$4M
Employees10
Clients--
DateMar 2010
Total AUM$161.4M
Discretionary$157.5M
Non-Disc.$4M
Employees10
Clients--
DateSep 2009
Total AUM$148M
Discretionary$144.2M
Non-Disc.$3.8M
Employees10
Clients--