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Multi-Family OfficeRIA · CRD 105950SEC-Registered

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The Vantage Group

The Vantage Group is an SEC-registered investment adviser in Cleveland, Ohio, since 1988. It manages $867 million in assets, with $713 million discretionary.

Overview

The Vantage Group is an SEC-registered investment adviser in Cleveland, Ohio, since 1988. It manages $867 million in assets, with $713 million discretionary. The firm has 60 employees and 22 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

US

Corporate office

United States

Frequently asked questions

Who runs investment decisions at The Vantage Group?

Investment leadership at The Vantage Group is not disclosed in public records. The firm's website does not list named professionals or a CIO. For allocators seeking to evaluate the team, direct engagement with the firm is necessary.

Does The Vantage Group participate in fund commitments or only direct deals?

The firm's investment vehicles are not detailed in public sources. Multi-family offices commonly use a mix of direct co-investments and fund commitments. Without disclosure, it is not possible to confirm The Vantage Group's stance on either approach.

What investment stages does The Vantage Group typically target?

No public information specifies The Vantage Group's target investment stage. Multi-family offices in the US often allocate across stages from early-growth to mature private equity and real assets. The firm's stage preferences remain unconfirmed.

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