AdFi
VC

Vincimus Capital, LLC

SEC Registered

A private wealth platform built for legacy.

Malibu, CAhttps://vincimus.com904.226.4946
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
352

About the firm

Vincimus Capital is a multi-family office and outsourced family CIO that helps families steward the wealth they have built with institutional discipline and endowment-inspired patience, investing across public and private markets with a long-term view of purpose, responsibility, and generational impact.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Areas of expertise

Multi-family OfficeOutsourced Family CIOPrivate MarketsEndowment-style InvestingPublic MarketsCo-investmentWealth StewardshipGenerational WealthPortfolio ConstructionPrivate Equity

Services

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.

Who they serve

Families who desire to steward their wealth with institutional discipline and a long-term, generational perspective; families who together command institutional scale, access, and intelligence.

Client segmentClientsAssets managed
Individuals (Non-HNW)17$2.4M
High Net Worth Individuals29$148M
Charitable Organizations8$9.3M

Leadership

Lockwood Pool Holmes
OWNER/CCO

Office locations

1 office in 1 state
CA
MalibuHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#321865
SEC Number
801-125872
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $1,000,000 (waivable)
Asset tierAnnual rate
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%
401(k) $4,000,001–$5,000,0000.50%
401(k) $5,000,001+—

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vincimus Capital, LLC 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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