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VINCI PARTNERS USA

NEW YORK, NY · CRD 162399 · IAPD ↗ · vincicompass.com · 1 646 559 8000

$327.0MRegulatory AUM
6Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — VINCI PARTNERS USA changed its website from vincipartners.com to vincicompass.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — VINCI PARTNERS USA grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
September 2024 — VINCI PARTNERS USA added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
33
April 2024 — VINCI PARTNERS USA reported RAUM down 46% ($661.4M -> $357.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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