Vanquish Advisors LLC (Delray Beach)


Vanquish Advisors LLC is an adviser based in Delray Beach. It manages $52 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Vanquish Advisors provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vanquish Advisors: assets under management

The assets under management (AUM) of Vanquish Advisors LLC is $52 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vanquish Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vanquish Advisors LLC

North Shore Llc joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
North Shore Llc Member 1 Oct 2005 50% - 75% 98-0458440
South Shore Holdings Llc Member 1 Oct 2005 50% - 75% 98-0472759
Donald Scott Uderitz Chief executive officer 1 Oct 2005 Other 2616380
Jorge Rafael Rodriguezlugo Chief operating officer 1 Oct 2005 Other 1021514
Robert Henry Fasulo Chief compliance officer 1 Oct 2005 Other 2174911

Based in Delray Beach

The principal office where Vanquish Advisors LLC performs its advisory services is located at 407 Se 1 St Street, Delray Beach, FL 33483, 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 561-330-6999 or by fax 561-330-8006. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rekonadvisors.com.