Vault Fiduciary LLC
● SEC registered since 2025CRD 339088SEC# 801-134858
Reg. AUM
$92.5M
Employees
1
Accounts
2
Location
—
Vault Fiduciary LLC assets under management
Vault Fiduciary LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $92.5 million in regulatory assets under management and employs 1 people.
Vault Fiduciary LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Goldstein Control | Managing Member | Over 75% | 2025 |
| Joshua Goldstein Control | Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Vault Fiduciary LLC manage?
Vault Fiduciary LLC reports $92.5 million in regulatory assets under management on its Form ADV.
How many employees does Vault Fiduciary LLC have?
Vault Fiduciary LLC reports 1 employees.
Does Vault Fiduciary LLC disclose fund performance?
Vault Fiduciary LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-540-5000 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$92.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$92.5Mregulatory AUM
Discretionary $0Non-discretionary $92.5M