VinsonCap Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,675,814
Clients
2
Advisors
2
of 2 employees
About
VinsonCap provides ongoing portfolio management and investment planning to high‑net‑worth individuals, family offices, and business entities, creating an Investment Policy Statement tailored to each client. The firm’s stated investable universe includes mutual funds, ETFs, equities, fixed‑income instruments, real estate funds and private placements, and it reports no account minimum.
The firm follows a customized, long‑term approach that emphasizes diversification, rebalancing, and tax‑aware implementation, relying primarily on fundamental research and model allocations to construct portfolios. VinsonCap seeks discretionary trading authority, documents client risk tolerance in the IPS, and conducts at least quarterly reviews of client accounts.
Distinctive features include acting as sponsor/general partner/managing member of a private fund (VinsonCap Opportunities Master Fund), a relationship the firm discloses it does not plan to recommend to its advisory clients. The brochure also highlights a focus on non‑U.S. investments and international custodial relationships (including additions of RBC Dominion Securities Global Limited and UBS Financial Services), and discloses that the firm does not aggregate trades for multiple client accounts, which can affect trade execution relative to many peers.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
Main office
New York NY
Advisors at this office
2
Most active in
Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Shalabh M
Series 63, Series 65
New York, NY
VinsonCap Wealth Advisors LLC
Shalabh Mehrish is a financial advisor at VinsonCap Wealth Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Hudson Advisors/Lone Star Funds for twelve years. Mehrish is also a member of VinsonCap LLC, serving as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors provides portfolio management and advisory services to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach emphasizing diversification, consistency, and tax considerations.
Syed H
Series 63, Series 65
New York, NY
VinsonCap Wealth Advisors LLC
Syed Haider is a financial advisor at VinsonCap Wealth Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been associated with VinsonCap entities since 2015 and serves as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC provides portfolio management and advisory services primarily to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach focused on diversification, consistency, and tax considerations, offering a range of investment options including mutual funds, individual equities, fixed-income instruments, and non-U.S. securities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)