VESTA VENTURES GP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ENCINITAS, California
CRD number
313975
Registered since
March 31, 2022

Firm profile

FINTRX

Overview

Vesta Ventures Gp, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm is classified as “Unclassified” in the snapshot and is recorded as engaging in Other Financial Product Salesperson activities rather than acting as a capital allocator or traditional multi-state advisory firm. Vesta Ventures does not identify as an active ESG investor, a pension consultant, or a related adviser. The firm’s public activity and affiliations indicate it operates on the sponsor/GP side of pooled vehicles and serves as a managing member of investment vehicles. That positioning suggests its primary role is structuring and operating pooled funds rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RICHARD FORD

    Co-FounderCRD 2757573

  • CLAYTON WYATT

    Co-FounderCRD 6193971

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ENCINITAS, CA

SAN DIEGO

Location

ENCINITAS, CA

Headquartered in ENCINITAS, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1596 N Coast Highway 101
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth