VANTAGE FINANCIAL PARTNERS, LLC
CRD #315828 SEC #801-122083 ELM GROVE, WI 262-439-8587
SEC Registered Private Funds
Total AUM
$810.7M
Discretionary
$810.7M
Employees
26
Clients
101
Accounts
4,118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $810.7M | $810.7M | $0 | 26 | 0 |
| Jul 2025 | $810.7M | $810.7M | $0 | 26 | 0 |
| Mar 2025 | $810.7M | $810.7M | $0 | 26 | 0 |
| Mar 2025 | $810.7M | $810.7M | $0 | 26 | 0 |
| Jul 2024 | $612.1M | $612.1M | $0 | 22 | 0 |
| Jul 2024 | $612.1M | $612.1M | $0 | 22 | 0 |
| Jul 2024 | $612.1M | $612.1M | $0 | 22 | 0 |
| Mar 2024 | $612.1M | $612.1M | $0 | 22 | 0 |
| Mar 2024 | $612.1M | $612.1M | $0 | 22 | 0 |
| Aug 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Aug 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Mar 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Mar 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Mar 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Feb 2023 | $431.3M | $431.3M | $0 | 20 | 0 |
| Jan 2023 | $349M | $348M | $1M | 18 | 0 |
| Mar 2022 | $349M | $348M | $1M | 18 | 0 |
| Dec 2021 | $340M | $340M | $0 | 5 | 0 |
| Aug 2021 | $0 | $0 | $0 | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$810.7M
Discretionary$810.7M
Non-Disc.$0
Employees26
Clients0
DateJul 2025
Total AUM$810.7M
Discretionary$810.7M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$810.7M
Discretionary$810.7M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$810.7M
Discretionary$810.7M
Non-Disc.$0
Employees26
Clients0
DateJul 2024
Total AUM$612.1M
Discretionary$612.1M
Non-Disc.$0
Employees22
Clients0
DateJul 2024
Total AUM$612.1M
Discretionary$612.1M
Non-Disc.$0
Employees22
Clients0
DateJul 2024
Total AUM$612.1M
Discretionary$612.1M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$612.1M
Discretionary$612.1M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$612.1M
Discretionary$612.1M
Non-Disc.$0
Employees22
Clients0
DateAug 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateAug 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateFeb 2023
Total AUM$431.3M
Discretionary$431.3M
Non-Disc.$0
Employees20
Clients0
DateJan 2023
Total AUM$349M
Discretionary$348M
Non-Disc.$1M
Employees18
Clients0
DateMar 2022
Total AUM$349M
Discretionary$348M
Non-Disc.$1M
Employees18
Clients0
DateDec 2021
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0