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Vestar Strategic LLC (Englewood)


Vestar Strategic LLC is a large advisory firm based in Englewood. It manages $850 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

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

Vestar Strategic: assets under management

The assets under management (AUM) of Vestar Strategic LLC is $850 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 325% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $850 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $850 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vestar Strategic LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Englewood

The principal office where Vestar Strategic LLC performs its advisory services is located at 8400 E. Prentice Avenue, Englewood, CO 80111, 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 303-409-7772 or by fax 303-409-7776. The normal business hours are 7:30am - 6:00pm mt on Monday - Friday.


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