AdvisorRanked
95
Clean

VINCI PARTNERS USA

590 MADISON AVENUE, NEW YORK, NY 10022
Fiduciaryfee-onlySEC Registered
1 646 559 8000 HTTP://WWW.VINCICOMPASS.COM CRD #162399
$327M
Assets Managed
6
Clients
14
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameVINCI PARTNERS USA
CRD Number#162399
SEC RegisteredYes
Registration Date2013-05-03
States RegisteredNY
Assets Under Management$327M
Number of Clients6
Employees14
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is VINCI PARTNERS USA a fiduciary?

Yes. VINCI PARTNERS USA is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VINCI PARTNERS USA charge clients?

VINCI PARTNERS USA uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VINCI PARTNERS USA have any complaints?

No. VINCI PARTNERS USA has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does VINCI PARTNERS USA compare to other advisors in NEW YORK?

VINCI PARTNERS USA has a Red Flag Score of 95/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.