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Vinsoncap Wealth Advisors LLC CRD 333948
$18.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-03 |
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