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VINCI PARTNERS USA
Legal name: VINCI PARTNERS USA LLC
CRD 162399File 801-77895
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.0M
Below cohort median (national)
Discretionary AUM
$138.2M
Non-discretionary $188.8M
Clients
73
73 accounts
Employees
14
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 3, 2013
- Principal office
- 590 MADISON AVENUE, 33RD FLOOR, NEW YORK, NY, 10022
- Phone
- 1 646 559 8000
- Website
- HTTP://WWW.VINCICOMPASS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.0M
- Discretionary AUM
- $138.2M
- Non-discretionary AUM
- $188.8M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 65
- Total accounts
- 73
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $82.3M |
| High net worth individuals | 48 | $148.8M |
| Pooled investment vehicles | 6 | $96.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.