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Vestgen Advisors, LLC

● SEC registered since 2022CRD 318657SEC# 801-123390Chicago, IL
Export (members)
Reg. AUM
$6.67B
Employees
165
Accounts
22,790
Location
Chicago, IL

Vestgen Advisors, LLC assets under management

Vestgen Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2022. It reports $6.7 billion in regulatory assets under management and employs 165 people.

Vestgen Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Cathleen SayersDirector, OperationsUnder 5%2024
Donald WilliamsDirector, OperationsUnder 5%2024
Ferian Nickelson ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Vestgen Advisors, LLC manage?

Vestgen Advisors, LLC reports $6.7 billion in regulatory assets under management on its Form ADV.

How many employees does Vestgen Advisors, LLC have?

Vestgen Advisors, LLC reports 165 employees.

Where is Vestgen Advisors, LLC located?

Vestgen Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2022.

Does Vestgen Advisors, LLC disclose fund performance?

Vestgen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 North Franklin, Suite 1850, Chicago, IL 60606
Phone312-237-4446
Office hours8:00 a.m. - 5:00 p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$6.67B▲ 909%
Jan '25 — $660.3MFeb '25 — $660.3MMar '25 — $3.47BApr '25 — $3.47BMay '25 — $3.47BJun '25 — $3.47BJul '25 — $3.47BAug '25 — $3.47BSep '25 — $3.47BOct '25 — $3.47BNov '25 — $3.47BDec '25 — $3.47BJan '26 — $3.47BFeb '26 — $3.47BMar '26 — $6.67BApr '26 — $6.67BMay '26 — $6.67BJun '26 — $6.67B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$6.67Bregulatory AUM
Discretionary $5.67BNon-discretionary $999.8M