$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
-- Winter Park FL
About VL Capital Management LLC
VL Capital Management LLC is a Winter Park, FL registered investment adviser founded in 2013 that specializes in advising high-net-worth individuals and families. Its reported SMA allocation is primarily equity-focused, with most assets in ETFs alongside individual equities and a small cash sleeve. Reported custody includes Charles Schwab and Interactive Brokers. Boutique, owner-led firm (Managing Member Daniel Lugasi).
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Services
Available
Technology
Available
Owner & Executives
D
DANIEL LUGASI
Associate, Managing Member
- CRD
- #5776589
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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