Vesta Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288315
- Custodians
- VESTA STRATEGIC RE FUND, LP, SUN WATER CAPITAL, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals63.64%
- Corporations / Businesses36.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Vesta Investment Advisors, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals, families, and pooled investment vehicles. The firm is classified as a hedge fund and employs a fee structure that includes a percentage of assets under management as well as performance-based fees. While Vesta Investment Advisors does not actively engage in ESG investing, it has carved out a niche in managing assets for both individual and institutional clients. The firm is not a capital allocator and does not act as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
1 of 1Bing Lu
CEOCRD 2683379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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