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| Vestgen Investment Management LLC
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|
|---|---|
| CRD # | 118851 |
| SEC # | 801-60889 |
| CIK # | 0001511739 |
| AUM | $786.6 M (2026-04-14) |
| Employees | 21 (76% Investors, 19% Brokers) |
| Phone | 609-601-1200 |
| Address | 3393 Bargaintown Road Egg Harbor Twp, NJ 08234 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.1 | ||
| GE Vernova Inc | 2.4 | ||
| Broadcom Inc | 2.3 | ||
| Amphenol Corp /DE/ | 2.0 | ||
| Carpenter Technology Corp | 1.9 | ||
| Apple Inc | 1.7 | ||
| Newmont Mining Corp /DE/ | 1.7 | ||
| Cardinal Health Inc | 1.7 | ||
| Palantir Technologies Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,670 | 0.2 |
| (b) Individuals (high net worth individuals) | 201 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.0 |
| (n) Other | 438 | 0.4 |
| Total | 2,352 | 0.8 |
| By Discretionary | ||
| Discretionary | 1,918 | 0.4 |
| Non-Discretionary | 434 | 0.4 |
| Total | 2,352 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 2,352 | 0.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001511739] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MMA Asset Management LLC
✚
|
PA | 0.8 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.8 |
|
Eagle Rock Investment Company LLC
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|
GA | 0.8 |
|
Warburton Capital Management LLC
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|
OK | 0.8 |
|
Cresta Advisors Ltd
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|
TX | 0.8 |
|
Regent Peak Wealth Advisors LLC
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|
GA | 0.8 |
|
Cadent Capital Advisors LLC
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|
OK | 0.8 |
|
The Helmstar Group LLC
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|
ID | 0.8 |
|
JVL Associates LLC
✚
|
MI | 0.8 |
|
Flagstar Advisors Inc
✚
|
NY | 0.8 |