Vested Inc

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Assets, Funds, Holdings

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Vested Inc
CRD #305863
SEC #801-118073
CIK #0002072306
AUM
Employees 5 (60% Investors, 0% Brokers)
Phone339-206-1985
Address45 School Street, 2nd Floor
Boston, MA 02108
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Vested 2024 Summer Opportunity Fund LP [2025-03-27] 5.5 7.6
PE Vested 2023 Summer Opportunity Fund LP [2024-03-15] 7.2 16.2
PE Vested Master LLC [2023-03-27] 0.2 0.4
PE Vested Fund III LP [2022-03-31] 24.6 47.8
PE Vested Fund II LP 2022-03-31 24.0
PE Vested Fund I LLC 2021-05-06 1.5
AUM Breakdown Accounts AUM ($)
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
Form D Directors # Filings # Firms 2011 - 2025
Inc Vested 5
Vested 2023 Summer Opportunity Fund Manager 1
Vested Fund III Manager 1
Vested Master Manager 1
Vested 2024 Summer Opportunity Fund Manager 1
EDGAR Form CIK 2011 - 2025
D [0002072306]
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