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- Custodian
- Capital Group · Interactive Brokers · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-2002
- Office Locations
- 2
Office Locations
About Vega Capital Group LLC
Vega Capital Group is a boutique investment manager focused on asset and risk management for high net worth clients. The team blends quantitative research (mathematicians/statisticians) with qualitative analysis to build tailored portfolios across fixed income, equities, and alternatives using proprietary strategies. Fee-only (no trade commissions) and avoids one-size-fits-all models, emphasizing disciplined risk monitoring and client-specific objectives.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LEONID PINSKI
Chief Compliance Officer, Chief Financial Officer, MANAGING DIRECTOR
- CRD
- #4213723
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ivan Gvardin
--
- CRD
- #8019961
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,861,510 | $1,219,382 |
| Non-Discretionary | $0 | -- |
| Total | $154,861,510 | $1,219,382 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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