Data / Investment advisers / New York / Vanderbilt Avenue Asset Management LLC
Vanderbilt Avenue Asset Management LLC, New York, NY: $242 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vanderbilt Avenue Asset Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $242 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include corporations and other businesses, state and municipal governments and insurance companies. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 145370
- SEC file number
- 801-68702
- SEC status
- Approved, effective February 1, 2008
- Main office
- 745 Fifth Avenue 5th Floor, New York, NY 10151
- Phone
- (212) 973-2200
- Website
- vaamllc.com
- Regulatory AUM
- $241,914,564 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $195,637,939
- Non discretionary AUM
- $46,276,625
- Accounts
- 23
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 6 | $108.3 million |
| State or municipal government entities | Fewer than 5 | $86.3 million |
| Insurance companies | Fewer than 5 | $24.8 million |
| High net worth individuals | 4 | $12.2 million |
| Pension and profit sharing plans | Fewer than 5 | $10.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $241.9 million | March 24, 2026 |
| December 1, 2025 | $246.7 million | March 28, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aacp Investments, LLC | New York | $248.1 million | 4 | adviserinfo.sec.gov |
| Value Investment Professionals, LLC | New York | $246.7 million | Not listed | adviserinfo.sec.gov |
| Stirlingshire Investments | New York | $244.6 million | Not listed | adviserinfo.sec.gov |
| Jre Advisors LLC | New York | $243.3 million | 2 | adviserinfo.sec.gov |
| Blue Spark Capital Advisors | New York | $242.8 million | Not listed | adviserinfo.sec.gov |
| Tenere Capital, LLC | New York | $241.1 million | 3 | adviserinfo.sec.gov |
| Clearfield Capital Management LP | New York | $240.2 million | 1 | adviserinfo.sec.gov |
| Footpath Ventures LP | New York | $239 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving state and municipal governments
- Vanderbilt Avenue Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.