AdFi
VA

Vitral Advisors LLC

SEC Registered

IMPLEMENTING OVERWHELMING TASKS INTO STREAMLINED IDEAS

https://vitraladvisors.com212-287-4034
Assets Under Management
$100M–$500M
Employees
5
Office Locations
1 office
Total Accounts
159

About the firm

We are a boutique investment adviser with a unique capital management approach.

Firm Focus

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

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Boutique Investment AdviserCapital Management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)102$24M
High Net Worth Individuals42$43M

Leadership

Carlos Rizzolo
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MANAGER
Carlos Rizzolo
OWNER
Jose Tomas Carrillo-Batalla
OWNER
Vicente Carrillo-Batalla
OWNER

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#294631
SEC Number
801-113475
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $100,000 (waivable)

Data as of March 30, 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. Vitral Advisors 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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