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 Greg Talcott and Derrick Westrick.
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.
Virtua Capital Management, LLC (VCM) is a state registered investment advisor with Arizona and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. State registration does not constitute an endorsement of the firm by the Arizona Securities Division, nor does it indicate that the advisor has attained a particular level of skill or ability.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. The information on this site does not involve the rendering of personalized investment advice. You should consult a professional advisor before using any of the information, pursuing any of the investment ideas or implementing any of the strategies presented. We believe the information we present is factual and up-to-date, but we do not guarantee its accuracy and you should not regard it as a complete and exhaustive analysis of the subjects we discuss. Our opinions reflect our judgment as of the date of publication and are subject to change.
Prospective clients can view the firm’s Form ADV and Part 2A Disclosure Brochure as filed with the SEC at https://adviserinfo.sec.gov/IAPD/Default.aspx or contact us for a copy.
The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. VCM does not provide legal, tax, accounting, actuarial or pension consulting advice or services.
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PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUUTRE RESULTS. THERE IS NOT GUARANTEE THAT ANY INVESTMENT WILL ACHIEVE ITS GOALS AND GENERATE PROFITS OR AVOID LOSSES.