# PHILIP VONGONTARD, CFA

PHILIP VONGONTARD, CFA is a RIA based in St.Louis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** St.Louis, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 127938
- **SEC file number:** 801-67108
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-01T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127938

## About

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.

## People

- Philip Vongontard — Managing Member

## 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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Last updated: 2026-07-06T01:24:23.267Z

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