$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2007
- Office Locations
- 1
Office Locations
-- East Greenwich RI
About Vetta Investments
Vetta Investments is a private money manager running an aggressive growth equity strategy focused on S&P 500 and S&P 400 constituents. Its rules-based V-Rank-A model holds 20-40 stocks, rebalanced monthly to keep client accounts aligned. Performance has been tracked since 2005. Clients control deposits/withdrawals, and trading is executed via Interactive Brokers.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$330.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
JED LAWRENCE DEFALCO
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #5231484
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,650,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,650,007 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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