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Vested Finance Inc.

● SEC registered since 2018CRD 299272SEC# 801-114441Durham, NC
Export (members)
Reg. AUM
Fund GAV
$9.9M
Private funds
9
Employees
60
Accounts
Location
Durham, NC

Vested Finance Inc. assets under management

Vested Finance Inc. is an SEC-registered investment adviser based in Durham, NC. The firm has been registered since 2018. It employs 60 people. Vested Finance Inc. manages 9 private funds with combined gross assets of $9.9 million, including Vm Open Ai 1.

Vested Finance Inc. private funds

9 funds · $9.9M GAV
FundTypeGross assetsMin.
Vm Open Ai 1Private Equity$2.9M$5K
Vested MCM 4Private Equity$2.2M$20K
Vested MCM 3Private Equity$1,000K$10K
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Vested Finance Inc. owners & executives

5 reported
NameTitleOwnershipSince
Sanjay Kumar Sood ControlCfoUnder 5%2018
Scott Nathan Brody ControlCcoUnder 5%2022
Vested Holding Corp. ControlMemberOver 75%2021
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Frequently asked questions

How many private funds does Vested Finance Inc. manage?

Vested Finance Inc. manages 9 private funds with combined gross assets of $9.9 million.

How many employees does Vested Finance Inc. have?

Vested Finance Inc. reports 60 employees.

Where is Vested Finance Inc. located?

Vested Finance Inc. is based in Durham, NC and has been SEC-registered since 2018.

Does Vested Finance Inc. disclose fund performance?

Vested Finance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Swift Avenue, Durham, NC 27705
Phone310-895-3927
Office hours8:00 a.m.-5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

How this firm compares

Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 11%
More than 89% of 16,825 advisers

Service providers

Auditor
Administrator