Vardon Capital Management, L.L.C. (New York)


Vardon Capital Management, L.L.C. is a large advisory firm based in New York. It manages $40.09 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and New York.

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Vardon Capital Management, L.L.C provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vardon Capital Management, L.L.C: assets under management

The assets under management (AUM) of Vardon Capital Management, L.L.C. is $40.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vardon Capital Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Vardon Capital Management, L.L.C. performs its advisory services is located at 120 West 45 Th Street, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Morristown, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-626-6300 or by fax 212-626-6301. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vardonpartners.com.