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Inactive

Shalabh Mehrish

Vinsoncap Wealth Advisors LLC

New York, NY

CRD 2555351

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Employer firm

Vinsoncap Wealth Advisors LLC CRD 333948

$18.3M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Vinsoncap Wealth Advisors Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-19
  • NY RA
    APPROVED
    Since 2025-02-19

Branch Locations

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vinsoncap Management Llc New York NY 03/2015 Present
Vinsoncap Wealth Advisors Llc New York NY 08/2024 Present
Hudson Advisors/Lone Star Funds New York NY 09/2012 01/2024
  • 03/2015 → Present
    Vinsoncap Management Llc
    New York, NY
  • 08/2024 → Present
    New York, NY
  • 09/2012 → 01/2024
    Hudson Advisors/Lone Star Funds
    New York, NY
Other Businesses

1. VinsonCap LLC; Member; Investment Related; 505 Greenwich Street, 10B New York NY 10013; General Partner of VinsonCap Opps Master Fund; Start date with business: 2016-04-15; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-13
S63 Uniform Securities Agent State Law Examination 1994-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-11-13
  • S63 Uniform Securities Agent State Law Examination
    1994-12-03

View on SEC IAPD

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