Vested Finance Inc.
● SEC registered since 2018CRD 299272SEC# 801-114441Durham, NC
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| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vm Open Ai 1 | Private Equity | $2.9M | $5K |
| Vested MCM 4 | Private Equity | $2.2M | $20K |
| Vested MCM 3 | Private Equity | $1,000K | $10K |
| Monark Vested Spacex 1, a Series of Pcxs, LLC. | Private Equity | $814K | $15K |
| MCM Vested 6 | Private Equity | $810K | $1K |
| MCM Vested 5 | Private Equity | $587K | $2K |
| MCM Vested Apptronik I | Private Equity | $586K | $5K |
| MCM Vested Perplexity II | Private Equity | $586K | $3K |
| Monark Vested Stripe 1, a Series of Pcxs, LLC. | Private Equity | $401K | $10K |
Vested Finance Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sanjay Kumar Sood Control | Cfo | Under 5% | 2018 |
| Scott Nathan Brody Control | Cco | Under 5% | 2022 |
| Vested Holding Corp. Control | Member | Over 75% | 2021 |
| Viram Shah Control | Ceo | Under 5% | 2018 |
| Rahuldev Ravi Pagidipati Control | Shareholder, Voting Shares | 25-50% | 2023 |
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
| Address | 110 Swift Avenue, Durham, NC 27705 |
| Phone | 310-895-3927 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 11%
More than 89% of 16,825 advisers