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| Keyboard |
| Vertex Management Ltd
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|---|---|
| CRD # | 318161 |
| SEC # | 802-123173 |
| CIK # | 0001806837 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 97237378888 |
| Address | 28 Haarbaa St Hagag North Tower Tel Aviv Yafo, Israel |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Vertex IV CF Fund LP | 2022-03-30 | 60.5 M | |
| VC | Vertex Israel Opportunity Fund LP | 2022-01-05 | 61.9 M | |
| VC | Vertex IV CI Fund LP | 2022-01-05 | 113.5 M | |
| VC | Vertex V CI Fund LP | 2022-01-05 | 325.6 M | |
| VC | Vertex VI Fund LP | 2022-01-05 | 244.0 M |
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001806837] | |
| 10-Q | [0001806837] | |
| 3 | [0001806837] | |
| 4 | [0001806837] | |
| 5 | [0001806837] | |
| 8-K | [0001806837] | |
| SC 13G | [0001806837] |
| Firm Profile (Form ADV) | |
|---|---|
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Vertex Inc VERX
Class A Common Stock
|
2026-03-09 | Buy | 10,000 | $15.05 | 150,500 |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-24 | Tax withheld | 51,983 | $13.26 | 689,295 |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-24 | Option exercise | 109,233 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-24 | Option exercise | 109,233 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Option exercise | 30,305 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Tax withheld | 16,411 | $12.03 | 197,424 |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 101,395 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Tax withheld | 47,112 | $12.03 | 566,757 |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Option exercise | 101,395 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Tax withheld | 1,768 | $12.03 | 21,269 |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 30,305 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Option exercise | 6,428 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-23 | Buy | 60,000 | $12.18 | 730,800 |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 6,428 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-20 | Option exercise | 44,014 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-20 | Option exercise | 15,878 | $0.00 | |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-20 | Option exercise | 2,313 | $0.00 | |
|
Vertex Inc VERX
Restricted Stock Units · derivative
|
2026-02-20 | Option exercise | 15,878 | $0.00 | |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-20 | Tax withheld | 782 | $12.74 | 9,963 |
|
Vertex Inc VERX
Class A Common Stock
|
2026-02-20 | Tax withheld | 1,263 | $12.74 | 16,091 |
| showing 20 of 200 most recent transactions | |||||