Vc & C Capital Advisers, LLC (Boston)

Vc & C Capital Advisers, LLC is a large advisory firm based in Boston. It manages $88.91 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut, Florida, New Hampshire, and New York.

Vc & C Capital Advisers provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vc & C Capital Advisers: assets under management

The assets under management (AUM) of Vc & C Capital Advisers, LLC is $88.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $88.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $296.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vc & C Capital Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vc & C Capital Advisers, LLC

Jeffrey Dean Korzenik has served as the Chief Investment Officer since 1 Jan 2008. Jeffrey James Vincent joined the executive team most recently as the Iar / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Elliot Hibbard	Iar/ chief compliance officer	1 Jun 1999	Other	4726702
Caturano & Company Ltd Vitale	Owner	1 Oct 1999	75% - 100%	04-2775195
Caturano & Company Pc Vitale	Owner	1 Oct 1999	75% - 100%	04-2775195
Pc Caturano & Company	Owner	1 Oct 1999	75% - 100%	04-2775195
Peter Thomas Jaworski	Vice president	1 Apr 2007	Other	2924203
Jeffrey Dean Korzenik	Chief investment officer	1 Jan 2008	Other	1540493
Jeffrey James Vincent	Iar / chief compliance officer	1 Mar 2009	Other	2704182

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Joseph Caturano	President of member	1 Oct 1999	Other	4725401

Based in Boston

The principal office where Vc & C Capital Advisers, LLC performs its advisory services is located at 80 City Square, Boston, MA 02129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-912-9000 or by fax 617-912-9001. The normal business hours are 8:30 - 5:00 on Monday - Friday.