EV
EV

Evan Vanderveer

14 Years of Experience
Arlington, VA

Evan Vanderveer is a registered investment advisor at Vanshap Capital, LLC, based in Arlington, VA, with 14 years of industry experience. Evan 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.

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Vanshap Capital, LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Aegis Financial Corporation
July 2011 - February 2012 · 7 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.
Evan Vanderveer - Financial Advisor | TrueAdvisor