Vantage Financial Partners, LLC
CRD 315828SEC# 801-122083Elm Grove, WI
No longer SEC-registered. Vantage Financial Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #2,970 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.02B
Fund GAV
$26.6M
Private funds
10
Employees
26
Accounts
5,227
Location
Elm Grove, WI
Vantage Financial Partners, LLC assets under management
Vantage Financial Partners, LLC is an SEC-registered investment adviser based in Elm Grove, WI. It reports $1 billion in regulatory assets under management and employs 26 people. Vantage Financial Partners, LLC manages 10 private funds with combined gross assets of $26.6 million, including Vfv Bayside Senior, LLC. By regulatory assets, it ranks 2,970 of 6,004 private fund managers.
Vantage Financial Partners, LLC private funds
10 funds · $26.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vfv Bayside Senior, LLC | Real Estate | $4.1M | $25K |
| Vfv Anderson Dahlen, LLC | Real Estate | $4M | $25K |
| Vfv Northern Gateway, LLC | Real Estate | $3.6M | $25K |
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Join to unlock · $37/moVantage Financial Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Allen Meyer Control | Managing Member | 10-25% | 2021 |
| Jeremy James Gardner | Member | Under 5% | 2021 |
| Jesse Allen Niederbaumer Control | Managing Member | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Vantage Financial Partners, LLC manage?
Vantage Financial Partners, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many private funds does Vantage Financial Partners, LLC manage?
Vantage Financial Partners, LLC manages 10 private funds with combined gross assets of $26.6 million.
How many employees does Vantage Financial Partners, LLC have?
Vantage Financial Partners, LLC reports 26 employees.
Where is Vantage Financial Partners, LLC located?
Vantage Financial Partners, LLC is based in Elm Grove, WI.
Does Vantage Financial Partners, LLC disclose fund performance?
Vantage Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13230 Watertown Plank Road, Elm Grove, WI 53122 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 49%
Larger than 51% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $1.02B
Fund type mix
Real Estate9
Private Equity1
Service providers
Auditor