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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 14 | increased by8 |
| Apr 1, 2026 | Clients | 79 | 73 | decreased by6 |
| Apr 1, 2026 | AUM | $335,633,208 | $327,036,866 | decreased by$8,596,342 |
| Apr 1, 2026 | Accounts | 79 | 73 | decreased by6 |
| Jan 1, 2026 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 89 | 79 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $756,053,838 | $335,633,208 | decreased by$420,420,630 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 89 | 79 | decreased by10 |
| Jul 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 53 | 89 | increased by36 |
| Apr 1, 2022 | AUM | $469,035,850 | $756,053,838 | increased by$287,017,988 |
| Apr 1, 2022 | Accounts | 53 | 89 | increased by36 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VINCI PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VINCI PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.