Virtua Capital Management, LLC (VCM) oversees the capital formation functions and investor processing and securities compliance for the investment funds sponsored by Virtua Partners. Virtua Capital Management also oversees fund structuring, fund accounting, fund administration, offering materials generation, marketing collateral, fund marketing, issuer sales for the investment funds, and building and maintaining investor relations domestically and abroad.
Virtua Capital Management primarily generates revenue through investment management agreements with the funds under management. Management fees are dependent on the volume of assets under management; these fees provide a predictable and steady flow of income. Virtua Capital Management is led by Derek Uldricks and supported by Derrick Westrick and Zachary Chavez.
Quinn’s Asset Management portfolio consists of over 2.7MM square feet of commercial real estate nationwide. Prior to her current roles within the fully-integrated real estate firms, Quinn was the Director of Business Development for a commercial real estate workout firm in San Diego, CA where she worked on more than $2B of TIC investments. Quinn was also a partner at a San Diego based construction and development firm, where she worked on development projects with government agencies, including the California Department of Parks and Recreation and the City of Pittsburg, California Redevelopment Agency.
Lloyd Kendall Jr.
Lloyd is the Chairman and co-founder of Bay Commercial bank. He is a lawyer and has practiced in the bay area since 1978, specializing in real estate and tax law. His specialty is tax free exchanges and related matters. After leaving the IRS, Lloyd founded Lawyers Asset Management, Inc. acting as a “Qualified Intermediary” for tax free exchanges under §1031(a) of the Internal Revenue Code; in 2006, his company merged with Commercial Capital Bank. He served as tax counsel for several title companies and was the President of Equity Investment Exchange, Inc., a competitor owned by Mercury Title Companies of Colorado. Lloyd is the author of 1031 Exchange Concepts, a treatise on tax deferred investment strategies.
VCM is led by Derek Uldricks. Mr. Uldricks holds a Series 65 license from FINRA. VCM is in the process of registering as an investment advisor with the SEC and applicable US states, and oversees compliance under the Investment Advisers and Investment Company Act, respectively.
Derrick Westrick has worked within the banking industry for six years and brings a deep knowledge of finance, banking operations, regulatory guidance, and personal banking/investment services. His experience includes positions at Northern Trust and JP Morgan Chase working directly with customers on business banking, personal lending, investments, securities transactions and credit solutions. Derrick holds a B.A. from the University of Arizona in Political Science, and a master’s degree from Colorado State University Global in Finance with a minor in Accounting.
Zachary Chavez has worked with the Vanguard Group as a senior trader on its block trading desk specializing in derivatives, foreign, and large block trading. He initiated his career at the CME Group, then moved to Northern Trust as a derivatives analyst. Zach brings a wealth of Capital Markets experience and holds his Series 7, 63, and 57 licenses with FINRA. He graduated from Northwestern University with a degree in Political Science, with a concentration on International Political Economy.