VIDI LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
330788

Firm profile

FINTRX

Overview

Vidi LLC is a privately held limited liability company operating as an unclassified advisory entity. Public records show no retail or institutional advisory client relationships reported on a discretionary basis; the firm’s visible activity centers on managing a single private fund. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not report pension consulting or related-adviser affiliations. Investment activity therefore appears concentrated in private equity-style deployments rather than in traditional advisory account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • TOM MOSS

    DirectorCRD 7890481

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LOS ALTOS, CA

SANTA CLARA

Location

LOS ALTOS, CA

Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
280 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth