Vitral Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,175,633
Clients
144
Advisors
1
of 5 employees
About
Vitral Advisors provides investment management, family office, and financial planning services to individuals, high‑net‑worth clients, family offices, trusts, and other entities. The firm offers customized separately managed accounts, non‑binding consulting, and both discretionary and non‑discretionary advisory arrangements tailored to each client’s documented objectives and restrictions.
The firm’s process blends macroeconomic analysis, third‑party research, and individualized client profiling to build and monitor portfolios across equities, fixed income, alternatives, and other instruments. Vitral discloses that it may employ derivatives and leverage and that accounts can include margin/borrowed balances for hedging, yield enhancement, or other purposes when appropriate.
Compared with peers, Vitral is notable for an affiliation with a broker‑dealer (Maximiza Casa De Bolsa) and for serving a material non‑U.S. client base with relationships involving foreign custodians and international independent managers. The firm reports a slightly larger share of regulatory assets managed on a non‑discretionary basis (about $80.3M non‑discretionary vs. $74.5M discretionary) and explicitly states that advisory fees and valuations may include margined assets, which can affect leverage and potential conflicts of interest.
Client services
Expertise
Fee options
Flat fee arrangements may be agreed upon for administrative services, amounts not specified
Between 0.40% and 1.00% annually, negotiable
Account minimum: $100,000 for individuals, $1,000,000 for institutional clients
Main office
New York NY
Advisors at this office
1
Most active in
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
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