AdvisorCensus / Financial advisors / New York / New York / Vantar
Vantar is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.
Quick answers
From the filingHow is Vantar compensated?
On its Form ADV (Item 5.E, October 2026), Vantar reports these compensation arrangements: a percentage of assets under its management.
Where is Vantar located?
Vantar's principal office is in New York, NY, according to its Form ADV.
Is Vantar registered with the SEC or a state?
Vantar is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333196.
How much does Vantar manage?
Vantar reports $40,000 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (0% discretionary).
How have Vantar's assets and staff changed since 2025?
In the Form ADV data for Vantar: Regulatory assets under management: $0 in the October 2025 data and $40,000 in the October 2026 data. Total employees: 2 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vantar serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250).
Does Vantar report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333196
What changed in Vantar's recent Form ADV filings?
In the August 2026 filing data: Changed its legal name from GEN Invest LLC to Vantar Inc..
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$40,000 as of October 2026, filing dated July 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Vantar Inc.
- Also doing business as
- VANTAR
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $40,000 | 4 | July 23, 2026 |
| October 2025 | $0 | 2 | February 27, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $40,000 in the October 2026 data.
Total employees: 2 in October 2025 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Changed its legal name from GEN Invest LLC to Vantar Inc..
- April 2026
- Regulatory assets under management went from $0 to $40,000.
- Added the business name Vantar.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vantar (CRD 333196): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vantar-new-york-ny-333196