other names
  • VFPE ADVISORS LLC

Adviser Profile

As of Date 03/31/2026
ADV Location AUDUBON, PA, United States
Adviser Type - Large advisory firm
Number of Employees 6 -14%
of those in investment advisory functions 6 -14%
Registration SEC, Approved, 02/14/2019
AUM* 195,631,825 12%
of that, discretionary 195,631,825 12%
Private Fund GAV* 198,394,024 8%
Avg Account Size 15,048,602 12%
SMA’s No
Private Funds 13
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

158M 135M 113M 90M 68M 45M 23M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ARMANINO LLP Filing Date01/27/2026 Form ADV-E View Report
Accounting Firm Name HBK Filing Date04/22/2024 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$135,334,948
Fund TypeReal Estate Fund Count5 GAV$63,059,076

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