Vestgen Investment Management, LLC
● SEC registered since 2002CRD 118851SEC# 801-60889Egg Harbor Twp., NJ
Reg. AUM
$786.6M
Employees
21
Accounts
2,352
Location
Egg Harbor Twp., NJ
Vestgen Investment Management, LLC assets under management
Vestgen Investment Management, LLC is a registered investment adviser overseen by the SEC based in Egg Harbor Twp., NJ. The firm has been registered since 2002. It reports $786.6 million in regulatory assets under management and employs 21 people.
Vestgen Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ferian Nickelson Control | Chief Operating Officer | Under 5% | 2025 |
| John Joseph Hanlon Control | Co-Chief Investment Officer | Under 5% | 2000 |
| Joshua David Gerry Control | Ceo Holding Company | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vestgen Investment Management, LLC manage?
Vestgen Investment Management, LLC reports $786.6 million in regulatory assets under management on its Form ADV.
How many employees does Vestgen Investment Management, LLC have?
Vestgen Investment Management, LLC reports 21 employees.
Where is Vestgen Investment Management, LLC located?
Vestgen Investment Management, LLC is based in Egg Harbor Twp., NJ and has been SEC-registered since 2002.
Does Vestgen Investment Management, LLC disclose fund performance?
Vestgen Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3393 Bargaintown Road, Egg Harbor Twp., NJ 08234 |
| Phone | 609-601-1200 |
| Fax | 609-601-7171 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$786.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$786.6Mregulatory AUM
Discretionary $366.3MNon-discretionary $420.3M