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Vantage Point Wealth Management
Vantage Point Wealth Management is a multi-family office serving high-net-worth families with real estate, private credit, and hedge fund investments.
Vantage Point Wealth Management
VANTAGE POINT WEALTH MANAGEMENT is an SEC-registered investment adviser in PLYMOUTH, MN, registered since 2015. The firm manages $327 million in assets, $294 million on a discretionary basis. It has 15 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at Vantage Point Wealth Management?
The firm does not publicly identify its investment decision-makers. Its website and other public channels list no named principals or team members, leaving leadership information undisclosed.
How does Vantage Point Wealth Management source proprietary deal flow?
Vantage Point's sourcing model is not publicly described. The firm may rely on relationships within its advisor network or external manager relationships, but no specific sourcing mechanism has been disclosed.
Is Vantage Point Wealth Management structured as a single family office or multi-family office?
Based on its publicly available information, Vantage Point operates as a multi-family office serving multiple high-net-worth families. It does not appear to be aligned with a single wealth origin.
Does Vantage Point Wealth Management participate in fund commitments or only direct deals?
The firm's exact vehicle preference is not disclosed. Its known asset-class exposure includes private credit and hedge funds, which suggests a mix of fund commitments and potential direct investments.
What investment stages does Vantage Point Wealth Management typically target?
Stage preferences are not publicly documented. The firm's allocation to hedge funds implies exposure to liquid markets, while private credit and real estate suggest longer-duration private placements.
Which sectors does Vantage Point Wealth Management explicitly avoid?
No sector avoidance has been publicly disclosed. The firm's known focuses on real estate, private credit, and hedge funds provide limited guidance on its negative screening criteria.
How is Vantage Point Wealth Management related to other financial entities?
No publicly known relationships to other wealth management firms, parent companies, or spinouts have been identified. The firm appears to operate independently.
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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