V
Vartanian Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$1,235,294
About
Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals and entities, including high‑net‑worth individuals, family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages roughly $26 million across a small number of client relationships and may recommend external managers or platforms for portions of client portfolios.
The firm’s process is client‑driven and based on fundamental analysis, with portfolios tailored to each client’s objectives, tax situation, liquidity constraints and time horizon; Vartanian generally pursues a long‑term orientation while permitting shorter‑term trades when warranted. Portfolio implementation relies primarily on closed‑end mutual funds alongside other mutual funds, ETFs, equities, fixed income and, when appropriate, alternative or structured products, and accounts are monitored continuously with at least annual formal reviews.
What is distinctive about the firm is its explicit servicing of charitable organizations and private foundations, a client type that is uncommon among peers, and its stated emphasis on closed‑end funds and structured notes as part of its investment toolkit. The firm also operates as a newly registered adviser and relies on an institutional custody relationship to access execution, research and technology services while retaining flexibility to use other custodians.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
Up to 1.75% annually, negotiable
Account minimum: $500,000
Main office location
Vartanian Capital Management
Novi MI, United States
Number of offices
1
Most active in
Vartanian Capital Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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