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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2019
- Office Locations
- 1
Office Locations
About Vaquero Private Wealth, Ltd.
Vaquero Private Wealth is an independent, fiduciary wealth advisory firm in Dallas serving entrepreneurs, executives, business owners, and family offices. The team delivers comprehensive planning and investment management, including pre-liquidity, estate/succession, monetization, wealth transfer, and concentrated stock strategies. They also support risk management/hedging and raising capital with private deal sourcing and proprietary investment opportunities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN BENJAMIN GORDON
Managing Partner
- CRD
- #2515520
- Ownership
- 75% or more
Laura C. Blair
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #2461108
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DANIEL CARLTON
Financial Analyst
- CRD
- #6956414
PAUL WILLIAM HARVEY
Private Wealth Advisor
- CRD
- #873874
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $820,928,563 | $1,169,414 |
| Non-Discretionary | $108,018,228 | $2,919,412 |
| Total | $928,946,791 | $1,257,032 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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