Vanderbilt Avenue Asset Management LLC

Vanderbilt Avenue Asset Management, LLC, established in 2008, offers discretionary investment management services to institutional and high net worth individual clients. The firm, owned by its active employees, manages approximately $246,652,752 in assets as of December 31, 2024, with $179,513,872 managed on a discretionary basis. VAAM's fee structure varies by service, with negotiable rates for different investment strategies such as fixed income, bond management, and equity portfolios. Fees are billed quarterly in arrears based on client assets under management. Clients have the discretion to terminate the Investment Management Agreement with fees billed pro rata. VAAM employs fundamental, technical, and cyclical analysis for security selection, focusing on controlled duration, yield curve strategy, sector allocation analysis, and security selection techniques. The firm discloses potential investment risks, including interest-rate, market, inflation, currency, and reinvestment risks. VAAM has not faced any disciplinary actions and does not have affiliations with broker/dealer firms. The firm reviews accounts regularly, adhering to client guidelines and conducting proxy voting in the best interest of clients. VAAM does not maintain custody of client assets and has no financial impairments affecting client commitments. Clients can request a copy of the firm's Code of Ethics and Standards of Conduct.