VESTED FINANCE

Overview

Vested Finance is a corporate adviser and broker‑dealer that operates primarily as a manager and sponsor of private pooled vehicles. Registered in 2018, the firm’s advisory scope centers on portfolio management for pooled investment vehicles and the selection of third‑party advisers rather than providing broad retail advisory services. It also serves as general partner and managing member for vehicles it sponsors, which signals a hands‑on operational role in the private funds it runs. Investment activity is concentrated in private equity and other privately placed strategies, with a deliberate allocation into digital‑asset exposures. The firm’s fee schedule is a mix of percentage‑of‑AUM charges, fixed fees and commissions. Vested Finance does not identify itself as an active ESG investor and is structured as a domestic entity under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices