Vested Finance Inc

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Assets, Funds, Holdings

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Vested Finance Inc
CRD #299272
SEC #801-114441
CIK #0001666425
AUM
Employees 60 (13% Investors, 7% Brokers)
Phone310-895-3927
Address110 Swift Avenue
Durham, NC 27705
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
PE MCM Vested 5 2026-06-26 0.6
PE MCM Vested 6 2026-06-26 0.8
PE MCM Vested Perplexity II 2026-06-26 0.6
PE VM Open AI 1 2026-06-26 2.9
PE MCM Vested Apptronik I 2026-01-26 0.6
PE Vested MCM 3 2026-01-26 1.0
PE Vested MCM 4 2026-01-26 2.2
PE Monark Vested SpaceX 1 A Series of PCXS LLC 2025-07-31 0.8
PE Monark Vested Stripe 1 A Series of PCXS LLC 2025-07-31 0.4
AUM Breakdown Accounts AUM ($)
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
D [0001666425]
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