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Vanguard Capital Wealth Advisors
Vanguard Ventures is an early stage venture capital firm that invests in technology and life science companies. The firm has made 189 investments, including a...
Vanguard Capital Wealth Advisors
Vanguard Ventures is an early stage venture capital firm that invests in technology and life science companies. The firm has made 189 investments, including a Series F - II investment in DFine on November 08, 2011. Vanguard Ventures has 48 portfolio exits, with DFine exiting on July 06, 2016.
General information
Firm type
Venture Capital
Year founded
1976
Location
Region
North America
Country
United States
City
Irvine
Corporate office
2030 Main Street, Suite 1300, Irvine, CA 92614, United States
Frequently asked questions
Does Vanguard Capital Wealth Advisors manage a dedicated private-markets allocation?
No public disclosure indicates a dedicated private-markets program. The services the firm lists focus on portfolio asset allocation among traditional asset classes, business succession planning, and retirement planning. There is no mention of venture capital, private equity, private credit, or real assets on the firm's website.
Who makes investment decisions at Vanguard Capital Wealth Advisors?
The firm does not publicly list any principals, investment committee members, or portfolio managers. Without named leadership or a disclosed governance structure, the decision-making authority cannot be independently verified.
Is the firm structured as a multi-family office or an RIA?
Its public-facing materials describe a retail wealth-advisory model offering financial planning and investment services, consistent with a registered investment adviser serving individual clients. No family-office designation, multi-family-office structure, or institutional separate-account platform is disclosed.
What is the firm's known posture on co-investments or fund commitments?
The firm has not publicly articulated a posture on co-investments or commitments to external funds. Its website does not discuss fund-of-funds programs, GP stakes, or club-deal participation.
What is the scale of the practice?
Vanguard Capital Wealth Advisors does not disclose assets under management, assets under advisement, number of client relationships, or total professionals. The firm operates from a single office in Irvine, California.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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