Vauban Wealth Management
- Regulatory AUM
- $181M
- Discretionary
- $27.4M
- Clients
- 59
- Avg AUM / client
- $3.1M
- Accounts
- 59
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $10.7M | 5.92% |
| High net worth individuals | 29 | $166M | 91.6% |
| Corporations and other businesses | 2 | $4.4M | 2.45% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Francois Poncet, Hubert, Jean Andre | Chairman | Jun 2015 (11y) | ≈ 56.25% – 100% via Laperouse Ltd | |
| Goel Andres Velazquez Rosa | Manager/ Cfo/ Cco/ Investment Advisor Representative | Nov 2019 (7y) | Less than 5% | |
| Manuel Melendez Vazquez | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Laperouse Ltd | Shareholder | Jul 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Francois Poncet, Hubert, Jean Andre: 75% – 100% of Laperouse Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 | 1000 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗