Vintage Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,641,670
Clients
36
Advisors
1
of 1 employees
About
Vintage Asset Management, LLC provides discretionary portfolio management through a wrap-fee program to individuals, high-net-worth clients, trusts, foundations, businesses, and institutional clients. The firm prepares a personalized Investment Policy Statement for each client and manages accounts exclusively within its wrap-fee program.
The firm relies primarily on fundamental analysis to identify short- and long-term equity opportunities and constructs portfolios using U.S. equities, ETFs, closed-end funds, and money market funds with an after-tax total return focus. It requires discretionary authority to implement clients’ IPS-driven strategies and may employ margin and short-selling tactics, which carry additional risk.
Distinctive aspects include acting as both sponsor and portfolio manager of a wrap-fee program and serving institutional clients—both features that are uncommon for independent advisers of this size. The firm manages all accounts through the wrap program, does not aggregate block trades across different custodians, and discloses that its principal routinely trades many of the same securities as clients, with procedures intended to give client orders priority or simultaneous execution.
Client services
Expertise
Fee options
up to 1.25% annually, negotiable
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
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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