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VEGA CAPITAL GROUP LLC

CRD 129494 · SEC 801-111064

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$154.9M

Discretionary AUM

$154.9M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals20$6.6M
High net worth individuals37$108.7M
Corporations/business entities8$39.6M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD