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PHILIP VONGONTARD, CFA
PHILIP VONGONTARD, CFA, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2006. The firm manages approximately $289 million in...
Overview
PHILIP VONGONTARD, CFA, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2006. The firm manages approximately $289 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
St.Louis
Corporate office
Greenwich, CT, United States
Principals
Philip Vongontard
Managing Member
Frequently asked questions
Who runs investment decisions at PHILIP VONGONTARD, CFA, LLC?
Philip Vongontard is the managing member and carries the CFA designation, which requires demonstrated competence in portfolio management, ethics, and quantitative methods. The firm's legal name signals that investment decisions and portfolio construction are led directly by the principal rather than outsourced to external managers, though no public disclosure confirms whether additional internal investment staff or an investment committee exists.
Why is the firm based in Greenwich?
Greenwich, Connecticut, is one of the highest concentrations of family offices and hedge funds in the United States, driven by its proximity to New York City and favorable tax treatment relative to New York State. Family offices in Greenwich benefit from dense deal-flow networks, a specialized talent pool of investment professionals, and established co-investment relationships that are harder to replicate outside the Northeast corridor.
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