Vertex Investment Management Inc

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Assets, Funds, Holdings

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Vertex Investment Management Inc
CRD #108643
SEC #801-55282
CIK #0001806837
AUM
Employees
Phone617-954-5835
Address500 Boylston Street
Boston, MA 02116
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
504030201001999200720152024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 45.6
By Discretionary
Discretionary 4 45.6
Non-Discretionary 0 0.0
Total 4 45.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 45.6
Total 4 45.6
EDGAR Form CIK 2011 - 2025
10-K [0001806837]
10-Q [0001806837]
3 [0001806837]
4 [0001806837]
5 [0001806837]
8-K [0001806837]
SC 13G [0001806837]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Form 3/4/5 Subject 2011 - 2025
Vertex, Inc.
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFRE
Andersen Eric C
Gayton Bradley M
Saunders Philip Seth
Mendola Mark J
Stamm John Richard
Radcliffe Amanda Westphal
Thompson Stefanie Westphal
Westphal Jeffrey
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANI
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W
2020 Irrevocable Trust for Benefit of Constance A Thompson
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE
DeStefano David
Leib Ryan J
Rowland Bryan T.R.
Schwab John R
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY
2020 Irrevocable Trust for Benefit of Nicholas A Shuhan
Butler Lisa
Robert Kevin L
Tensile Capital Management LP
Kyle Terrence
ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AM
Third Party Funded Special Needs Trust for Callum W Radclif
ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE
ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/
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