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Vesto Advisors LLC
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CRD # | 324487 |
SEC # | 801-127539 |
CIK # | |
AUM | $80.0 MM (2024-08-09) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 856-219-4026 |
Address | 156 Fifth Ave New York, NY 10010 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 6 | 5.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 2.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 93 | 73.0 |
(n) Other | 0 | 0.0 |
Total | 101 | 80.0 |
By Discretionary | ||
Discretionary | 101 | 80.0 |
Non-Discretionary | 0 | 0.0 |
Total | 101 | 80.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 80.0 | |
Total | 101 | 80.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lifegoal Wealth Advisors LLC
✚
|
NY | 0.1 |
Grupp Financial LLC
✚
|
WY | 0.1 |
VAM Group LLC
✚
|
PA | 0.1 |
Trott Brook Financial Inc
✚
|
MN | 0.1 |
Komorebi Global LLC
✚
|
FL | 0.1 |
Base Management Co
✚
|
MD | 0.1 |
KJ Capital Management LLC
✚
|
NY | 0.1 |
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
Layline Advisors LLC
✚
|
NY | 0.1 |
Eagan Capital Management LLC
✚
|
NY | 0.1 |