Vartanian Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,000,000
Clients
17
Advisors
1
of 1 employees
About
Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals and entities, including high‑net‑worth individuals, family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages roughly $26 million across a small number of client relationships and may recommend external managers or platforms for portions of client portfolios.
The firm’s process is client‑driven and based on fundamental analysis, with portfolios tailored to each client’s objectives, tax situation, liquidity constraints and time horizon; Vartanian generally pursues a long‑term orientation while permitting shorter‑term trades when warranted. Portfolio implementation relies primarily on closed‑end mutual funds alongside other mutual funds, ETFs, equities, fixed income and, when appropriate, alternative or structured products, and accounts are monitored continuously with at least annual formal reviews.
What is distinctive about the firm is its explicit servicing of charitable organizations and private foundations, a client type that is uncommon among peers, and its stated emphasis on closed‑end funds and structured notes as part of its investment toolkit. The firm also operates as a newly registered adviser and relies on an institutional custody relationship to access execution, research and technology services while retaining flexibility to use other custodians.
Client services
Expertise
Fee options
Up to 1.75% annually, negotiable
Account minimum: $500,000
Main office
Novi MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Vartanian Capital Management · Vartanian Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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