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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
About Vauban Wealth Management
Carta provides a fund management platform and services for VC and private equity CFOs, combining event-based fund accounting with fund administration, LP onboarding support, KYC/AML workflows, forecasting, and integrated tax prep (including 1065s and K-1s). Real-time performance metrics (net/deal IRR, carry) and APIs help connect fund operations in one system.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Owner & Executives
Hubert Jean Andre Francois-Poncet
Chairman
- CRD
- --
- Ownership
- Less than 5%
MANUEL MELENDEZ VAZQUEZ
Chief Compliance Officer, Chief Financial Officer, INVESTMENT ADVISOR REPRESENTATIVE, Manager
- CRD
- #7478041
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Goel Andres Velazquez Rosa
--
- CRD
- #7189134
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,429,808 | $945,855 |
| Non-Discretionary | $153,757,670 | $5,125,256 |
| Total | $181,187,478 | $3,070,974 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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