V
$142.6M Total AUM
$73.1M Disc. AUM
7.1% 3Y CAGR
5 Employees
411 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-24-2014
- Office Locations
- 1
Office Locations
2535 Victory Boulevard Staten Island NY
About VCP Financial LLC
VCP Financial LLC is a Staten Island-based RIA. The firm has been operating for 12 years. Managing $142.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
43 AVG AGE
$35.6M AVG AUM / ADVISOR
$346.9K AVG AUM / CLIENT
8.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
GAURAV CHAND LALL
Managing Partner
- CRD
- #4738175
- Ownership
- 25% but less than 50%
Available
Available
Available
T
TAMIR SHABAT
Chief Compliance Officer, Co-Owner, Managing Member
- CRD
- #4799909
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
JOSEPH JOHN ORLANDO JR
Director of Sales
- CRD
- #2882204
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,085,062 | $880,543 |
| Non-Discretionary | $69,470,489 | $211,800 |
| Total | $142,555,551 | $346,850 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
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Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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