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VANTAR

Legal name: VANTAR INC.

CRD 333196File 801-131253
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$40K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $40K
Clients
250
10 accounts
Employees
4
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Nov 1, 2024
Principal office
276 5TH AVENUE,, SUITE 704, NEW YORK, NY, 10001
Phone
+12014974207

Assets & accounts

ADV Item 5F
Total regulatory AUM
$40K
Discretionary AUM
$0
Non-discretionary AUM
$40K
Discretionary accounts
0
Non-discretionary accounts
10
Total accounts
10
AUM per client
$160

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)250$40K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees24increased by2
Apr 1, 2026AUM$0$40,000increased by$40,000
Apr 1, 2026Accounts010increased by10
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VANTAR” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANTAR” 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.