VANCE, ROBERT, MORGAN
SEC file number 801-62944
· SONORA, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$32.8M
Discretionary AUM
$32.8M
Employees
—
Clients
500
Firm
- Address
- 14570 MONO WAY
SONORA, CA 95370 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- Advanced Development of Additive Manufacturing, Inc. Low name-match confidence · CIK 1865086 · CT
- Advanced Fund 24-3 Low name-match confidence · CIK 2042309 · CA
- Advanced Glass Holdings, Inc. Low name-match confidence · CIK 2161925 · IL
- Advanced Irrigation Holdings, LLC Low name-match confidence · CIK 2109708 · IL
- Advanced Magnet Lab Inc Low name-match confidence · CIK 1409700 · FL
- Advanced Manufacturing Co of America, Inc. Low name-match confidence · CIK 2128397 · CA
- Advanced MI AMI 224 Feb 2026 a Series of CGF2021 LLC Low name-match confidence · CIK 2113331 · DE
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ADVANCED AEROSPACE INVESTMENTS LLC · D · Oct 30, 2026
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Advanced Glass Holdings, Inc. · D · Oct 23, 2026$2M
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ADVANCED AI INVESTMENTS LLC · D · Aug 17, 2026
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Advanced AI Applications, Inc. · D · May 22, 2026$1.5M
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Advanced Manufacturing Co of America, Inc. · D · May 20, 2026$255.4M
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Advanced Fund 24-3 · D/A · Apr 22, 2026$250M
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Advanced Fund 24-3 · D/A · Mar 25, 2026$250M
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Advanced MI AMI 224 Feb 2026 a Series of CGF2021 LLC · D · Feb 26, 2026$352.5K
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Advanced Irrigation Holdings, LLC · D · Feb 5, 2026$2M
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Advanced Fund 24-3 · D/A · Jan 14, 2026$250M
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Advanced Fund 24-3 · D/A · Dec 10, 2025$250M
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Advanced Fund 24-3 · D/A · Nov 18, 2025$250M
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Advanced Fund 24-3 · D/A · Oct 7, 2025$250M
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Advanced Fund 24-3 · D/A · Aug 5, 2025$250M
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Advanced Magnet Lab Inc · D · Jul 2, 2025$3M
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Advanced Fund 24-3 · D/A · Jun 20, 2025$250M
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Advanced Fund 24-3 · D/A · Apr 7, 2025$250M
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Advanced Fund 24-3 · D/A · Apr 1, 2025$250M
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Advanced Fund 24-3 · D/A · Mar 17, 2025$250M
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Advanced Fund 24-3 · D/A · Jan 27, 2025$250M
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503 Capital Partners Education Advancement Fund LP · D/A · Jan 8, 2025
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Advanced Fund 24-3 · D/A · Jan 6, 2025$250M