Vitral Advisors LLC (New York)

Name: Vitral Advisors LLC
Address: 114 E 25 Th Street, New York, NY, 10010
Telephone: 305-407-9116

Vitral Advisors LLC is a mid-sized advisory firm based in New York. It manages $54.16 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Vitral Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vitral Advisors: assets under management

The assets under management (AUM) of Vitral Advisors LLC is $54.16 million. $54.16 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 24% of the firm’s portfolio. Investments in investment grade corporate bonds form 13% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vitral Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Vitral Advisors serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Vitral Advisors is corporations or other businesses with 4 clients and $36.26 million of assets under management. Among the 2 most similar advisory firms, Vitral Advisors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $54.16 million for 28 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Vitral Advisors doesn't advise any private funds.

Careers at Vitral Advisors LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carlos Rizzolo	Chief executive officer, chief compliance officer, manager	1 Mar 2018	Other	6238170
Vitral Holdings Ltd	Member	1 Mar 2018	75% - 100%	foreign entity
Gecko Associates Ltd	Member	1 Mar 2018	Other	foreign entity
Jose Tomas Carrillo Batalla	Manager	1 Mar 2018	Other	5454528
Vicente Carrillo Batalla	Manager	1 Mar 2018	Other	5454598

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Carlos Rizzolo	Owner	1 Feb 2018	75% - 100%	6238170
Jose Tomas Carrillo Batalla	Owner	1 Feb 2018	50% - 75%	5454528
Vicente Carrillo Batalla	Owner	1 Feb 2018	25% - 50%	5454598

Based in New York

The principal office where Vitral Advisors LLC performs its advisory services is located at 114 E 25 Th Street, New York, NY 10010, 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 305-407-9116. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at vitraladvisors.com/.