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VANCE STREET CAPITAL LLC

LOS ANGELES, CA · CRD 155758 · IAPD ↗ · 310-231-7100

$3.22BRegulatory AUM
21Advisory reps
24Employees
0Clients
n/aPlanning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — VANCE STREET CAPITAL LLC moved its main office from PACIFIC PALISADES, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
52
August 2024 — VANCE STREET CAPITAL LLC reported RAUM up 39% ($1.97B -> $2.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — VANCE STREET CAPITAL LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — VANCE STREET CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — VANCE STREET CAPITAL LLC reported RAUM up 34% ($1.47B -> $1.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.