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Asset manager · New York, NY

Vinci Partners USA

Vinci Partners USA LLC · SEC-registered investment adviser · CRD 162399 · SEC 801-77895

At a glance

Vinci Partners USA is an SEC-registered investment adviser based in New York, New York, with $327 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 48 individual clients. By Form ADV it is a asset manager, ranked 1,890th of 3,218 asset managers and 9,755th of 17,210 SEC-registered advisers by assets.

Main office 646-559-8000vincicompass.comAs filed on Form ADV

Regulatory AUM
$327M
Rank among asset managers
#1,890 of 3,218
Rank among all SEC RIAs
#9,755 of 17,210
Rank in New York
#1,695 of 2,591
Individual clients
48
High-net-worth clients
48
Accounts
73
Discretionary
42% of AUM
Employees
14
Advisory staff
6
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

3 custodians

  1. Morgan Stanley$133M67%
  2. Citco Banking Corporation N.V.$39M19%
  3. Alter Domus$27M13%

Other RIAs using Morgan StanleyOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Vinci Partners USA is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: CG Compass (USA) LLC and Vinci Assessoria Financeira Ltda..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals48$149M45%
Pooled investment vehicles6$96M29%
Corporations or other businesses19$82M25%

Disciplinary disclosures

Vinci Partners USA reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers

How it’s paid

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

Form ADV and brochures on the SEC’s adviser search ↗vincicompass.com ↗

AtlasMembers

The full record on Vinci Partners USA

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 932 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Vinci Partners USA manage?

Vinci Partners USA reports $327 million in regulatory assets under management across 73 accounts, 42% of it on a discretionary basis, on its Form ADV filed March 31, 2026.

What kind of firm is Vinci Partners USA?

Vinci Partners USA is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.

Who are Vinci Partners USA’s clients?

By assets, its largest client types are high-net-worth individuals ($149 million, 48 clients); pooled investment vehicles ($96 million, 6 clients); corporations or other businesses ($82 million, 19 clients).

Does Vinci Partners USA have any disciplinary history?

Vinci Partners USA reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Vinci Partners USA’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →