Vaultis Private Wealth Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2016

Year Founded

  • Professionals
  • 1

Professionals

  • AUM

Vaultis Private Wealth General Information

Description

Vaultis Private Wealth is an investment advisor based in Cincinnati, Ohio. Established in 2016. the firm provides financial planning, consulting, and investment management services. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.vaultis.com
Year Founded
2016
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Principal & Owner
Email
kk
Phone
+1 (513)
Corporate Office
  • 3899 Beech Street
  • Cincinnati, OH 45227
  • United States
+1 (513)

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Vaultis Private Wealth Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Vaultis Private Wealth Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Vaultis Private Wealth FAQs

  • When was Vaultis Private Wealth founded?

    Vaultis Private Wealth was founded in 2016.

  • Where is Vaultis Private Wealth headquartered?

    Vaultis Private Wealth is headquartered in Cincinnati, OH.

  • How many Assets Under Management (AUM) does Vaultis Private Wealth have?

    Vaultis Private Wealth has in assets under management.

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