Vintage Asset Management, Llc
- Regulatory AUM
- $33.7M
- Discretionary
- $33.7M
- Clients
- 38
- Avg AUM / client
- $888K
- Accounts
- 110
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $4.7M | 14.1% |
| High net worth individuals | 21 | $27.9M | 82.7% |
| Charitable organizations | 2 | $1.1M | 3.28% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian Leonidas Troche | Registered representative | Dec 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.19 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
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- The Vanguard Group, Inc. $21.8M (65% of AUM) Mar 2026
- Wells Fargo $8.2M (24% of AUM) Mar 2026
- Fidelity Brokerage Services $1.7M (5% of AUM) Mar 2026
- Morgan Stanley $1.4M (4% of AUM) Mar 2026
- Ascensus Broker Dealer Services, Llc $364K (1% of AUM) Mar 2026
- Charles Schwab & Co. $211K (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗