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Private equityFirmcandidate pe · candidatelower middle market

Vantage Consulting Group Inc

Private Equity

Virginia Beach, VA

The art and science of investment management Passionately pursuing our clients’ investment objectives for over 35 years A Purpose Built Firm By mission and in practice, we are committed to our clients first. Team Vantage brings together a well-rounded team, uniting seasoned investment professionals with accomplished researchers and academics. Each team member offers specialized domain […]

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Search this name across graphsid dfx:pe:b82a72b5-f6d0-4a88-a80e-7b653c2363ae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 12
On other graphs: 4
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Vantage Consulting Group Inc

Family office · shared crd

Independent Sponsorsidentity

Vantage Consulting Group Inc

Capital provider to sponsors · shared crd

Venture Capitalidentity

Vantage Consulting Group Inc

Venture manager · shared crd

RIA / Wealth Managementidentity

VANTAGE CONSULTING GROUP INC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 5
Vintages: 2014 to 2021
PE GAV, 2024 filing: $142Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $469M
Investments: 7
Active investments: 1
Size band: LOWER MIDDLE MARKETderivedproxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Stated sectors: financial_services,education
Latest ADV filing: Jun 28, 2024
Employees (ADV): 16
Website: vantageconsultinggroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
NEW Ventures As Solutions II, LLC	2021	Active deployment	Private Equity Fund	n/a	$15.2M
NEW Ventures III Vo, LLC	2019	Unknown	Private Equity Fund	n/a	$69.1M
NEW Ventures III, LLC	2017	Harvest	Private Equity Fund	n/a	$58.1M
Sunrise Be I LLC	2015	Wound down	Private Equity Fund	n/a	$371,425
Highview Finance Holding Company Limited	2015	Wound down	Private Equity Fund	n/a	$828,439
NEW Ventures Select LLC	2014	Harvest	Other Private Fund	n/a	$3.5M

Investments

Company	State	Role	Control	Invested	Exited	Status
Download CRS	n/a	unknown	unknown	n/a	n/a	active
Outlook and Market Review – Second Quarter	n/a	unknown	unknown	n/a	n/a	unknown
Outlook and Market Review – First Quarter	n/a	unknown	unknown	n/a	n/a	unknown
Outlook and Market Review – Fourth Quarter	n/a	unknown	unknown	n/a	n/a	unknown
Outlook and Market Review – Third Quarter	n/a	unknown	unknown	n/a	n/a	unknown
Investment Advisory	n/a	unknown	unknown	n/a	n/a	unknown
Privacy Policy	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (7)

→ Download CRSCompanyunknown
factDFX's own graph, The subject's own site
→ Privacy PolicyCompanyunknown
factThe subject's own site
→ Outlook and Market Review – Fourth QuarterCompanyunknown
factThe subject's own site
→ Outlook and Market Review – Third QuarterCompanyunknown
factThe subject's own site
→ Investment AdvisoryCompanyunknown
factThe subject's own site
→ Outlook and Market Review – Second QuarterCompanyunknown
factThe subject's own site
→ Outlook and Market Review – First QuarterCompanyunknown
factThe subject's own site

Employs (5)

→ Eloise Clyde ChandlerPersonPresident
Mar 1, 2002 to presentfactForm ADV
→ Jonathan Frederick FinnPersonExecutive Vice President/Cio
Mar 1, 2002 to presentfactForm ADV
→ Geoffrey ColePersonSecretary/ Treasurer
Mar 1, 2022 to presentfactForm ADV
→ Mark Terrence FinnPersonChairman/Ceo/Chief Compliance Officer
Oct 1, 1988 to presentfactForm ADV
→ Ruth Bell ColePersonSecretary/Treasurer/Cfo
Oct 1, 1988 to Mar 31, 2022inferenceForm ADV

Manages (6)

→ NEW Ventures As Solutions II, LLCFundPrivate Equity Fund
Oct 11, 2021 to presentfactForm ADV
→ NEW Ventures Select LLCFundOther Private Fund
Mar 28, 2014 to presentfactForm ADV
→ Sunrise Be I LLCFundOther Private Fund
Mar 30, 2015 to presentfactForm ADV
→ Highview Finance Holding Company LimitedFundOther Private Fund
Mar 30, 2015 to presentfactForm ADV
→ NEW Ventures III, LLCFundPrivate Equity Fund
Mar 27, 2017 to presentfactForm ADV
→ NEW Ventures III Vo, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV

Dated events

9 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2022
Person left
Ruth Bell Cole (Secretary/Treasurer/Cfo) no longer on Schedule A of Vantage Consulting Group Inc
Form ADVobserved 7 days ago
Occurred
Mar 1, 2022
Person joined
Geoffrey Cole joined Schedule A of Vantage Consulting Group Inc as Secretary/ Treasurer
Form ADVobserved 7 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Vantage Consulting Group Inc first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 9 bookkeeping events

Occurred
Aug 5, 2026
Vantage Consulting Group Inc: Private Equity Funds on Form ADV 3 (2024 extract) -> 4 (roster 2026-09-01)
Occurred
Mar 31, 2023
Fund 805-7087604296 no longer reported on Form ADV by Vantage Consulting Group Inc
Occurred
Oct 11, 2021
NEW Ventures As Solutions II, LLC first reported on Form ADV by Vantage Consulting Group Inc (Private Equity Fund)
Occurred
Mar 31, 2021
Fund 805-9036795355 no longer reported on Form ADV by Vantage Consulting Group Inc
Occurred
Mar 29, 2019
NEW Ventures III Vo, LLC first reported on Form ADV by Vantage Consulting Group Inc (Private Equity Fund), GAV $9,631,317
Occurred
Mar 27, 2017
NEW Ventures III, LLC first reported on Form ADV by Vantage Consulting Group Inc (Private Equity Fund), GAV $10,881,032
Occurred
Mar 30, 2015
Highview Finance Holding Company Limited first reported on Form ADV by Vantage Consulting Group Inc (Other Private Fund), GAV $75,153,798
Occurred
Mar 30, 2015
Sunrise Be I LLC first reported on Form ADV by Vantage Consulting Group Inc (Other Private Fund), GAV $18,391,450
Occurred
Mar 28, 2014
NEW Ventures Select LLC first reported on Form ADV by Vantage Consulting Group Inc (Other Private Fund), GAV $3,767,402

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Eloise Clyde Chandler (President), Jonathan Frederick Finn (Executive Vice President/Cio), Geoffrey Cole (Secretary/ Treasurer), Mark Terrence Finn (Chairman/Ceo/Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:b82a72b5-f6d0-4a88-a80e-7b653c2363ae
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Vantage Consulting Group Inc

Private Equity

Virginia Beach, VA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b82a72b5-f6d0-4a88-a80e-7b653c2363ae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

NEW Ventures As Solutions II, LLC

2021

Active deployment

Private Equity Fund

n/a

$15.2M

NEW Ventures III Vo, LLC

2019

Unknown

Private Equity Fund

n/a

$69.1M

NEW Ventures III, LLC

2017

Harvest

Private Equity Fund

n/a

$58.1M

Sunrise Be I LLC

2015

Wound down

Private Equity Fund

n/a

$371,425

Highview Finance Holding Company Limited

2015

Wound down

Private Equity Fund

n/a

$828,439

NEW Ventures Select LLC

2014

Harvest

Other Private Fund

n/a

$3.5M

Company

State

Role

Control

Invested

Exited

Status

Download CRS

n/a

unknown

n/a

active

Outlook and Market Review – Second Quarter

n/a

unknown

n/a

unknown

Outlook and Market Review – First Quarter

n/a

unknown

n/a

unknown

Outlook and Market Review – Fourth Quarter

n/a

unknown

n/a

unknown

Outlook and Market Review – Third Quarter

n/a

unknown

n/a

unknown

Investment Advisory

n/a

unknown

n/a

unknown

n/a

unknown

n/a

unknown