vm. Group is a Florida-registered investment advisor founded in July 2023 and led by sole owner John Felix Ronderos Jr. The firm specializes in quantitative value investing, offering personalized portfolio management through separately managed accounts at Interactive Brokers. vm. Group provides four primary investment strategies covering global equities, commodity cycles, multi-asset allocation, and digital assets. In addition to discretionary investment management, vm. Group offers an asset-specific advisory service providing tactical outlook reports on commodities and securities for clients who also participate in one of the main investment strategies. The firm's investment philosophy combines proprietary technical analysis, fundamental due diligence, and macroeconomic modeling to identify undervalued assets. Clients must meet high net worth or qualified client standards, with minimum investments typically set at $5,000,000 for equity, commodity, and multi-asset strategies, and $1,000,000 for the digital asset strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee option charges 1.0% annually plus a 25% performance fee above a 10% hurdle rate. Alternatively, clients can elect a performance-only option charging 0% management fee and a 30% performance fee above a 10% hurdle rate. Fees are billed monthly in arrears.