Vested Finance

Overview

Vested Finance is organized as a corporation that functions primarily as a private equity fund sponsor and broker‑dealer. The firm registered with the SEC in 2018 and is owned through a mix of a domestic entity and an individual. Its business model centers on pooled investment vehicles: Vested Finance acts as a general partner or managing member for private funds, provides portfolio management for those pooled vehicles, and also performs selection of other advisers. Fee arrangements reported include percentage of AUM, fixed fees, and commissions. The firm does not identify itself as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices