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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2024
- Office Locations
- 1
Office Locations
About Vaquita SUN, Inc.
Vaquita Sun Investment Management is an independent, client-owned investment manager serving retail investors with customized equity selection and portfolio strategy tailored to individual objectives and risk tolerances. The firm also sources diversified strategies via vetted third-party managers. Client assets are custodied at SEI Private Trust Company in segregated accounts held in the client’s name (no lending/rehypothecation). Led by David Forsyth (27 years in investment management).
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Owner & Executives
JOSEPH DAVID FORSYTH
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO
- CRD
- #2580250
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,241 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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