Vantage Investment Partners is an investment advisor in Kansas City with $2.55 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611444535
SEC advisor number
801-62034
FINRA CRD number
126208
AUM ?
$2.55 bn
(as of 12 May 20)
Accounts
109
(as of 12 May 20)
Employees
4
(4 investment advisory or research)
Address
Vantage Investment Partners
4900 MAIN STREET
SUITE 410
KANSAS CITY
MO 64112
4900 MAIN STREET
SUITE 410
KANSAS CITY
MO 64112
Office hours
Monday - Friday, 8 A.M. - 5 P.M.
Phone
816-569-1373
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Woolway, John, Gerard | President, Chief Investment Officer | 03/2003 | < 5% |
Van Tuyl Family 2012 Irrevocable Trust Fbo Larry L. Van Tuyl Dated 12/31/12 | Member | 12/2012 | > 75% |
Larry L. Van Tuyl | Grantor | 05/2019 | |
Moon, Carolyn, Diana | Chief Compliance Officer, Director of Operations | 02/2017 | < 5% |
Pheasant Paradise Trust Company, LLC | Trustee | 05/2019 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21