Joel Lopata
Investment Adviser Representative at Vincimus Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joel Lopata is an investment adviser representative with Vincimus Capital, LLC in Malibu, CA, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fullscreen, Inc.May 2015 – Aug 2018Los Angeles, CA
- Federal Bureau of InvestigationJun 2019 – Apr 2020Los Angeles, CA
- Hogan Lovells US LLPJun 2020 – Jul 2020Los Angeles, CA
- Hogan Lovells US LLPNov 2021 – Jan 2023Los Angeles, CA
- Pepperdine UniversityAug 2018 – May 2021Malibu, CA
- UnemployedMay 2021 – Jul 2021Malibu, CA
- UnemployedAug 2021 – Oct 2021Malibu, CA
- RallyX Management SolutionsFeb 2023 – no end date reportedJacksonville, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vincimus Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $1,000,000 (waivable)
- IMA $0–$1,000,0001.50%
- IMA $1,000,001+1.00%
- 401(k) $0–$3,000,0001.00%
- 401(k) $3,000,001–$4,000,0000.75%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Multi-family office services and outsourced family CIO, including investment management across public and private markets, endowment-inspired portfolio construction, access to top-decile private-market fund managers and direct deals, co-investment allocations, and shared diligence and intelligence across the platform.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Malibu, CA
- SEC file number:
- 801-125872
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Vincimus Capital, LLC
3 other advisors in the directory
Similar advisors in Malibu, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joel Lopata has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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