Vanguard Personalized Indexing Management
● SEC registered since 2019CRD 285366SEC# 801-114487Oakland, CA
Reg. AUM
$11.35B
Employees
39
Accounts
4,085
Location
Oakland, CA
Vanguard Personalized Indexing Management assets under management
Vanguard Personalized Indexing Management operates as an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2019. It reports $11.4 billion in regulatory assets under management and employs 39 people.
Vanguard Personalized Indexing Management owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amma Acheampomaa Boateng Control | President | Under 5% | 2025 |
| Carrie Ann Simons Control | Chief Financial Officer | Under 5% | 2026 |
| John Edmund Bisordi Control | Vice President | Under 5% | 2022 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vanguard Personalized Indexing Management manage?
Vanguard Personalized Indexing Management reports $11.4 billion in regulatory assets under management on its Form ADV.
How many employees does Vanguard Personalized Indexing Management have?
Vanguard Personalized Indexing Management reports 39 employees.
Where is Vanguard Personalized Indexing Management located?
Vanguard Personalized Indexing Management is based in Oakland, CA and has been SEC-registered since 2019.
Does Vanguard Personalized Indexing Management disclose fund performance?
Vanguard Personalized Indexing Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1611 Telegraph Ave., Suite 1100, Oakland, CA 94612 |
| Phone | 844-317-5190 |
| Fax | 415-937-6810 |
| Office hours | 8:30 a.m. -5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1767306 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$11.35B▲ 161%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$11.35Bregulatory AUM
Discretionary $11.35B