Vanderpol Investments L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Caledonia, MI. Its latest Form ADV filing, dated March 25, 2026, reports $118M in regulatory assets under management, 3 employees, 1 office, and 131 accounts.
Assets Under Management
$118M
Employees
3
Offices
1 office
Total Clients
131
Primary office
CALEDONIA, MI
1723 68TH ST. SE, SUITE B, CALEDONIA, MI, United States
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
99
2
HNWI
19.1%
25
3
Charitable
3.1%
4
4
Corporations
2.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 25, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$118M
Total Accounts131
10Y AUM Change$-5M (-3.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.