Vested Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Related People
Fund Service Providers
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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] [Twitter] [Facebook]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
PE Vested Fund III Remainder LP [2026-03-24] 24.6 4.0
PE Vested Fund IV LP [2026-03-24] 32.3 34.3
PE Vested 2024 Summer Opportunity Fund LP [2025-03-27] 5.7 7.6
PE Vested 2023 Summer Opportunity Fund LP [2024-03-15] 7.2 16.2
PE Vested Master LLC [2023-03-27] 0.2 1.0
PE Vested Fund II LP 2022-03-31 24.0
PE Vested Fund I LLC 2021-05-06 1.4
AUM Breakdown Accounts AUM ($)
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
Form D Directors Role # Filings # Firms 2011 - 2026
Inc Vested 6 3
Vested 2024 Summer Opportunity Fund Manager 2 2
Vested 2023 Summer Opportunity Fund Manager 1 1
Vested Inc 1 1
Vested Fund IV Manager LLC 1 1
Vested Master Manager 1 1
EDGAR Form CIK 2011 - 2026
D [0002072306]
Terms | Privacy | Providers | Guide
tony@aum13f.com