Vantage Consulting Group Inc
- Regulatory AUM
- $242M
- Discretionary
- $242M
- Clients
- 7
- Avg AUM / client
- $34.5M
- Accounts
- 7
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $172M | 71.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $62.5M | 25.9% |
| Other | Fewer than 5 clients | $7.1M | 2.93% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $317M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| New Ventures Iii Vo, Llc | Private Equity Fund | Delaware | $69.1M | 8 |
| First Landing Fund, Llc | Hedge Fund | Delaware | $68.5M | 48 |
| New Ventures Iii, Llc | Private Equity Fund | Delaware | $58.1M | 168 |
| Vantage Multi Strategy Fund L.P. Royalty Series | Other Private Fund | Delaware | $33.0M | 43 |
| New Ventures I, Llc | Venture Capital Fund | Delaware | $26.6M | 33 |
| Vantage Multi Strategy Fund L.P. Aviation Series Ii | Other Private Fund | Delaware | $26.3M | 79 |
| Vantage Multi Strategy Fund L.P. Aviation Series | Other Private Fund | Delaware | $16.8M | 90 |
| New Ventures As Solutions Ii, Llc | Private Equity Fund | Delaware | $15.2M | 57 |
| New Ventures Select Llc | Other Private Fund | Delaware | $3.5M | 72 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Western Union Company Incentive Savings Plan The Western Union Company | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Terrence Finn | Chairman/Ceo/Chief Compliance Officer | Oct 1988 (38y) | 50% – 75% | |
| Jonathan Frederick Finn | Executive Vice President/Cio | CFA | Jan 2000 (27y) | 25% – 50% |
| Eloise Clyde Chandler | President | CFA | Mar 2002 (24y) | Less than 5% |
| Cole, Geoffrey, Curtis | Secretary/ Treasurer | Mar 2022 (4y) | Less than 5% | |
| Ruth Bell Cole | Registered representative | Jan 2000 (27y) | ||
| James Thomas Wolfe | Registered representative | Feb 2002 (24y) | ||
| Sanjeev Sagar Mudumba | Registered representative | CFA | Dec 2015 (11y) | |
| David Phillip Schippers | Registered representative | Mar 2016 (10y) | ||
| John A Dessouki | Registered representative | Feb 2017 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $317M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| New Ventures Iii Vo, Llc | Private Equity Fund | $69.1M | $500K | 8 |
| First Landing Fund, Llc | Hedge Fund | $68.5M | $100K | 48 |
| New Ventures Iii, Llc | Private Equity Fund | $58.1M | $500K | 168 |
| Vantage Multi Strategy Fund L.P. Royalty Series | Other Private Fund | $33.0M | $250K | 43 |
| New Ventures I, Llc | Venture Capital Fund | $26.6M | $500K | 33 |
| Vantage Multi Strategy Fund L.P. Aviation Series Ii | Other Private Fund | $26.3M | $250K | 79 |
| Vantage Multi Strategy Fund L.P. Aviation Series | Other Private Fund | $16.8M | $250K | 90 |
| New Ventures As Solutions Ii, Llc | Private Equity Fund | $15.2M | $100K | 57 |
| New Ventures Select Llc | Other Private Fund | $3.5M | $250K | 72 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Western Union Company Incentive Savings Plan | The Western Union Company | 1,368 | $447M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • AGREED UPON RATE FOR SPECIAL PROJECTS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- State Street $775M (34% of AUM) Mar 2022
- Comerica Incorporated $600M (54% of AUM) Mar 2023
- Northern Trust $62.5M (26% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗