Key facts
- VANTAGE POINT FINANCIAL, LLC is a other based in LISLE, IL.
- VANTAGE POINT FINANCIAL, LLC reports $293K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 305016- Regulatory AUM
- $293K
- Private fund assets
- —
- Private funds
- —
- Staff
- 17
- Registered office
- LISLE, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as VANTAGE POINT FINANCIAL LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for VANTAGE POINT FINANCIAL, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is VANTAGE POINT FINANCIAL, LLC's AUM?
- VANTAGE POINT FINANCIAL, LLC manages approximately $293K in assets.