Vauban Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and publishing newsletters.
Vauban Wealth Management reports 59 clients. They include 29 high-net-worth individuals, 28 individual clients, and 2 corporations and other businesses. Of its assets, 15.1% ($27.4M across 29 accounts) are managed with discretion; $154M across 30 accounts are not. Of its clients, 17% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 6% |
| High-net-worth individuals | 49% | 92% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $10.7M | 5.9% | $383K |
| High-net-worth individuals | 29 | $166M | 91.6% | $5.73M |
| Corporations and other businesses | 2 | $4.44M | 2.5% | $2.22M |
| Total | 59 | $181M | 100% | $3.07M |
- Clients
- 28
- Regulatory AUM
- $10.7M
- AUM share
- 5.9%
- Avg. per client
- $383K
- Clients
- 29
- Regulatory AUM
- $166M
- AUM share
- 91.6%
- Avg. per client
- $5.73M
- Clients
- 2
- Regulatory AUM
- $4.44M
- AUM share
- 2.5%
- Avg. per client
- $2.22M
Total
- Clients
- 59
- Regulatory AUM
- $181M
- AUM share
- 100%
- Avg. per client
- $3.07M
- Clients outside the U.S.
- 17%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Vauban Wealth Management charges 1.00% a year for its Investment Advisory Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Laperouse LTD owns 75% or more of Vauban Wealth Management and is in turn owned by Hubert Francois-Poncet (75% or more). It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Vauban Wealth Management
Laperouse LTD
Control person · since July 2019
- Owns 75% or more of Laperouse LTD
Hubert Francois-Poncet
Control person · since June 2015
Vauban Wealth Management’s regulatory assets grew from $161M (March 2021) to $181M (March 2026); clients rose from 50 to 59 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $181M | 59 | 2 | 1 |
| Mar 2025March 2025 | $149M | 50 | 2 | 1 |
| Mar 2024March 2024 | $146M | 51 | 2 | 1 |
| Apr 2023April 2023 | $131M | 49 | 2 | 1 |
| Mar 2022March 2022 | $164M | 50 | 2 | 1 |
| Mar 2021March 2021 | $161M | 50 | 2 | 1 |
Besides its headquarters, Vauban Wealth Management has 0 offices, with 1 listed address in 1 state.
Puerto Rico · 1 listed address
- Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, GuaynaboHQ
Contact and registration details
- Legal name
- Vauban Wealth Management
- Headquarters
- Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969
- Website
- Not reported
- Phone
- 178742500350036
- SEC file
- 801-117622
- Structure
- Puerto Rico corporation
- Fiscal year end
- December
Vauban Wealth Management has custody of client assets.
At year end, Vauban Wealth Management’s separately managed accounts were mostly in funds (64%) and stocks (29%).
What the accounts hold
- Stocks29%
- Funds64%
- Cash7%
How many clients does Vauban Wealth Management have?
Vauban Wealth Management has 59 clients and manages $181 million for them, as of March 2026. They include 29 high-net-worth individuals, 28 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Vauban Wealth Management offer?
Vauban Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Vauban Wealth Management charge?
Vauban Wealth Management charges 1.00% a year for its Investment Advisory Fee. The fee is billed in arrears and is negotiable.
How many financial advisors does Vauban Wealth Management have?
Vauban Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vauban Wealth Management invest in?
At the end of its last fiscal year, Vauban Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vauban Wealth Management?
Vauban Wealth Management is owned through a holding company by Hubert Francois-Poncet. Its direct owner is Laperouse LTD (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Vauban Wealth Management get paid?
Vauban Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vauban Wealth Management?
Vauban Wealth Management’s main office is at Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR 00969. Its phone number is 178742500350036.