Vincimus Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Malibu, CA. Its latest Form ADV filing, dated March 31, 2026, reports $184M in regulatory assets under management, 3 employees, 1 office, and 352 accounts.
Assets Under Management
$184M
Employees
3
Offices
1 office
Total Clients
61
Primary office
MALIBU, CA
29160 HEATHERCLIFF RD, SUITE 203, MALIBU, CA, United States
Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
29
2
Individuals
27.9%
17
3
Pension Plans
13.1%
8
4
Corporations
11.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 31, 2026
Discretionary41.3%
$76M
41% of total RAUM41.3%
Non-discretionary58.7%
$108M
59% of total RAUM58.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$184M
Total Accounts352
10Y AUM Change+$184M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+2 (+200.0%)
* 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.