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David Shapiro

23 Years of Experience
Arlington, VA
1 Disclosure

David Shapiro is a registered investment advisor at Vanshap Capital, LLC, based in Arlington, VA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $85M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$42.6M average
Assets Under Management
$85.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Vanshap Capital manages investments for pooled investment vehicles, not individual investors. The firm charges its hedge fund client an annual asset-based fee of 1.5% of each investor’s capital account, plus a performance-based allocation of 15% of annual net profits above a 5% hurdle rate. For the fund of funds client, Vanshap Capital charges a performance-based allocation of 10% of each investor’s net realized profits in excess of capital contributed.

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Location

1530 Wilson Blvd, Suite 650, Arlington, VA, 22209

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History

Regulatory History (1)
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Regulatory
September 2011
Final
Employment History
Current Registrations
Vanshap Capital, LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Aegis Financial Corporation
April 2011 - February 2012 · 10 mos
Bgb Securities, INC.Broker
November 2002 - September 2011 · 8 yrs 10 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Shapiro - Financial Advisor | TrueAdvisor