# Vinci Partners USA

> Vinci Partners USA is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 162399
- Filed as: VINCI PARTNERS USA
- Legal name: Vinci Partners USA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162399
- AdvisorCensus page: https://advisorcensus.com/firm/vinci-partners-usa-new-york-ny-162399

## Quick answers

**How is Vinci Partners USA compensated?**
On its Form ADV (Item 5.E, October 2026), Vinci Partners USA reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vinci Partners USA located?**
Vinci Partners USA's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Vinci Partners USA registered with the SEC or a state?**
Vinci Partners USA is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 162399.

**How much does Vinci Partners USA manage?**
Vinci Partners USA reports $327,036,866 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (42% discretionary).

**How have Vinci Partners USA's assets and staff changed since 2021?**
In the Form ADV data for Vinci Partners USA: Regulatory assets under management: $469,035,850 in the October 2021 data and $327,036,866 in the October 2026 data, down 30%. Total employees: 7 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vinci Partners USA serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); corporations or other businesses not listed above (19); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Vinci Partners USA use?**
Vinci Partners USA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alter Domus, Citco Banking Corporation N.V. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Vinci Partners USA 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/162399

**What changed in Vinci Partners USA's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Alter Domus
- Citco Banking Corporation N.V.
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $327,036,866
- Discretionary: $138,190,511
- Non-discretionary: $188,846,355

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 48 | $148,790,264 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $95,954,316 |
| Corporations or other businesses not listed above | 19 | $82,292,286 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Rio de Janeiro

### Websites listed on Form ADV (Item 1.I)
- vincicompass.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $469,035,850 | 7 | April 2, 2021 |
| October 2022 | $756,053,838 | 6 | July 6, 2022 |
| October 2023 | $661,428,964 | 8 | July 19, 2023 |
| October 2024 | $357,574,275 | 7 | August 2, 2024 |
| October 2025 | $335,633,208 | 6 | March 31, 2025 |
| October 2026 | $327,036,866 | 14 | March 31, 2026 |

Regulatory assets under management: $469,035,850 in the October 2021 data and $327,036,866 in the October 2026 data, down 30%.
Total employees: 7 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.

### January 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 5 (now no: 11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(4)).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vinci Partners USA (CRD 162399): Form ADV filing data as of October 2026.