VL Capital Management is a registered investment adviser that specializes in serving high net worth individuals and families. Our goals-based approach to asset allocation combines attributes of modern portfolio theory and behavioral finance into a practical framework. By focusing on meeting the short- and long-term financial goals of clients, we can reduce the tendency toward counterproductive reactions to market volatility. VL Capital Management was founded in 2013 and is headquartered in Winter Park, Florida.
For additional regulatory information please visit the SEC’s Investment Adviser Public disclosure site: www.adviserinfo.sec.gov.
Daniel Lugasi is the founder of VL Capital Management and serves as the portfolio manager. Daniel is responsible for overseeing the daily operations of the firm and investment strategy, including the portfolio management and trading functions.
Prior to establishing VL Capital Management, Daniel served as an equity research analyst at Artigent Capital Partners, a global long/short hedge fund. Previously, Daniel was employed as a research analyst at DePrince, Race & Zollo Inc., an institutional investment manager with $5 billion in assets under management. Earlier in his career, he served as an analyst at Barclays Capital.
Daniel received a BA in economics from New York University and an MBA with a concentration in finance from the New York University Leonard N. Stern School of Business.