A complete list of active advisors currently associated with Vake Capital LLC

Warmer can help you find a great advisor at Vake Capital LLC or one who fits your needs even better.

Vake Capital LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, and reports managing roughly a dozen client relationships with about $504,000 in discretionary assets. The brochure notes the firm documents client goals and can accept investment restrictions, and it does not sponsor a wrap fee program. The firm uses an active tactical asset allocation approach to construct and rebalance individualized model portfolios, employing mutual funds, ETFs, stocks, and bonds and conducting monthly monitoring and rebalancing as market or client circumstances dictate. It generally requests discretionary authority to implement its strategies and communicates periodically with clients, including at least annual reviews. Distinctively for its category, the brochure indicates the firm operates as a solo practice with a single principal and also reports a significant non‑U.S. client base, which is uncommon for firms of this type and size. The firm charges percentage‑of‑AUM management fees billed monthly (negotiable), does not assess performance‑based fees, does not act as a private fund adviser, and states it does not receive soft dollars or third‑party referral compensation.

To learn more about the advisors currently working at Vake Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Corey Yeap	Remote	2

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