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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2021
- Office Locations
- 1
Office Locations
About Klesis Advisors, LLC
VBL Advisors is a Walnut Creek, CA RIA providing financial planning, investment management and estate planning, with a stated belief in private equity and venture capital. The firm often serves entrepreneurs and complements alternatives with ETF-based public-market exposure, custodied at Charles Schwab. Its “give > take” ethos includes a commitment to charitable giving and community impact.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ERIC WILLIAM BENISEK
MANAGING DIRECTOR, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
JOHN JOON-SANG CHA
Chief Compliance Officer, Managing Director, MANAGING PRINCIPAL
- CRD
- #2373163
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $42,000,000 | -- |
| Total | $82,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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