Vitruvian Investment Partnership
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3259 of mapped providers
Assets under administration$8.3B0.0%Market share · rank #1418
Fees received$1MMedian $181,657/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Vitruvian Investment Partnership plan look like?
Service mix · median fees per plan
Count of plans where Vitruvian Investment Partnership ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 3 | $212,342 | |
Investment management fees paid directly by planCode 51 | 1 | $150,972 |
Competitor overlap
Percent of Vitruvian Investment Partnership's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Vitruvian Investment Partnership.
| Sponsor | From | Assets |
|---|---|---|
MAIN LINE HEALTH, INC.PA · 232331531-001 | Barings | $1.6B |
Plans lost in 2024
Appeared last year under Vitruvian Investment Partnership; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | $348M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $150,972 | 6y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $773,252 | 8y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $212,342 | 4y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $25,396 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Vitruvian Investment Partnership.
- KEELEY FUNDS
- KEELY ASSET MANAGEMENT
- KEEP SAFE INVESTMENTS LLC
- VITRUVIAM IV
- VITRUVIAN INVESTMENT PARTNERSHIP II
- VITRUVIAN INVESTMENT PARTNERSHIP IV
- VITRUVIAN INVESTMENT PARTNERSHIP V
- VITRUVIAN PARTNERS
- VITRUVIAN PARTNERS LLP
- VITRUVIAN PARTNERS LP
- VITRUVIAN PARTNERS LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Vitruvian Investment Partnership's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Vitruvian Investment Partnership. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Vitruvian Investment Partnership's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 25.0% |
| Ice Miller LLP | 1 | 25.0% |
| Proskauer Rose LLP | 1 | 25.0% |
| Spivak Lipton LLP | 1 | 25.0% |