Daniel Lugasi is a registered investment advisor at Vl Capital Management LLC, based in Winter Park, FL, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. A quarterly performance fee of 20.00% on capital appreciation is charged for qualified clients.
Fee Estimator
Location
Winter Park, FL
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Regulatory History
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 →Other Business Activities
Daniel works as a contractor for SunGate Capital, a private equity single-family office, focusing on private company valuations. He spends about half his time on this activity, and an additional minimal amount of time on an unspecified second activity.
Employment History
Current Registrations
Vl Capital Management LLC
Previous Registrations
Valuengine Capital Management LLC
State Registrations1 state
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