Vida Capital Management, LLC is a large advisory firm based in Austin. It manages $128.8 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Vida Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vida Capital Management, LLC is $128.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vida Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeffrey Robert Serra is pooled investment vehicles with 7 clients and $128.8 million of assets under management. Among the 12 most similar advisory firms, Vida Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $128.8 million for 7 clients. 29% of the firm’s clients are foreign persons or businesses.
Vida Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.
The company employs 65 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Robert Serra has been acting as President since 1 Jan 2015. Jtc Longevity Investments Ltd. joined the executive team most recently as the Shareholder.
The principal office where Vida Capital Management, LLC performs its advisory services is located at 835 W. 6 Th Street, Austin, TX 78703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-961-8265 or by fax 512-961-8264. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at vidacapitalinc.com.