VIDENT ASSET MANAGEMENT

RIASEC RegisteredEst. 2019
Total AUM
$22B
Discretionary
$20.9B
95% of AUM
Avg account
$11.2M
Accounts
1,962
Employees
38
Advisory reps
9

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
286622
Registered since
January 28, 2019
Website
www.videntinvestmentadvisory.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Investment Companies56.7%
  • Pooled Investment Vehicles21.69%
  • HNWI14.01%
  • Charitable Organizations5.52%
  • Individuals1.87%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vident Asset Management is a limited liability company that has operated as an SEC-registered adviser since 2019. The firm serves both individual/family clients and institutional investors and charges a mix of percentage-of-AUM, fixed, and other fee arrangements. Its regulatory filings identify it as engaging in commodity pool operator / commodity trading advisor activity and providing portfolio management across a range of client types, including individuals, pooled vehicles, investment companies, small businesses, and institutions. Vident does not identify itself as an active ESG investor and is not described as a multi-state adviser in the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 14%, State & Local Bonds 9%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 3%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds14%
  • State & Local Bonds9%
  • US Government Bonds4%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 3

  • VINCE BIRLEY

    Chief Executive OfficerCRD 1406263

  • DEBORAH KIMERY

    Chief Executive OfficerCRD 2919976

  • ERIK OLSEN

    Chief Compliance OfficerCRD 3263621

Contacts

3 of 6

  • Madhumitha Muthuvenkataramani

    Associate Portfolio ManagerCRD 7890223

  • AMRITA NANDAKUMAR

    PresidentCRD 5942290

  • WILLIAM IREDALE

    Senior Portfolio ManagerCRD 4632859

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 139

Active vs passive

$817M in ETFs

Passive

98%

$799M

Active

2%

$17.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)BlackRockPassiveDiversified Emerging Mkts$85M1,219,18510.41%
Unlock additional holdings →

Location

Primary office

ALPHARETTA, GA

FULTON

Location

ALPHARETTA, GA

Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1125 Sanctuary Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

MERIT FINANCIAL ADVISORS

RIA

ALPHARETTA, GA

AUM $23.9BTEAM 470REPS 264

ALLIANT RETIREMENT CONSULTING

RIA

ALPHARETTA, GA

AUM $7.4BTEAM 30REPS 37

CLEAR INVESTMENT RESEARCH, LLC

RIA

ALPHARETTA, GA

AUM $4.2BTEAM 5REPS 3

ALBRITTON CAPITAL MANAGEMENT CO

RIA

ALPHARETTA, GA

AUM $1.5BTEAM 1REPS 1

GIBBS WEALTH MANAGEMENT, LLC

RIA

ALPHARETTA, GA

AUM $1.1BTEAM 147REPS 66

PGI WEALTH MANAGEMENT

RIA

ALPHARETTA, GA

AUM $931MTEAM 9REPS 9
More RIAs in ALPHARETTA →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth