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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
Austin, TX • United States
80 Eighth Ave 5Th Floor, New York, NY 10011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Global Advisors | Los Angeles | CA | 06/2013 | 04/2020 |
| Equilibrium Ventures, Llc | Austin | TX | 04/2020 | 06/2026 |
| Ace Of Swords, Lp | Beverly Hills | CA | 11/2013 | 01/2020 |
| Vectis Capital | Austin | TX | 06/2026 | Present |
Mr. Vinik, Managing Member of our firm, in his personal capacity, holds the Texas real estate license and manages multi-family properties in properties in several locations in Texas through holding companies. Mr. Vinik dedicates approximately 20 hours a week, 10 of which outside of U.S. trading hours, to effectuating real estate transactions and managing multi-family properties. From time to time, Mr. Vinik refers our firm's clients to his real estate businesses. Clients are under no obligation to use those services. Any real estate-related services provided by Mr. Vinik are separate and distinct from services provided by our firm. Any compensation paid for Mr. Vinik's real estate-related services is paid directly to him or his holding companies, and our firm does not receive any portion of this compensation. The following real estate holding entities are affiliated with Mr. Vinik through common control and ownership: 1.402 Mary Street, LLC. 2.502 Mary Street, LLC. 3.403 N 12 Street, LLC. 4.1302 Harris Holdings, LLC. 5.614 Stringer, LLC. 6.Harris Manager LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-13 |
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