# 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.

- CRD: 333196
- Filed as: VANTAR
- Legal name: Vantar Inc.
- Also doing business as: VANTAR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333196
- AdvisorCensus page: https://advisorcensus.com/firm/vantar-new-york-ny-333196

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,000
- Discretionary: $0
- Non-discretionary: $40,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $40,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gencapita.com
- Instagram @gencapita
- X @gencapita

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | February 27, 2025 |
| October 2026 | $40,000 | 4 | July 23, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vantar (CRD 333196): Form ADV filing data as of October 2026.