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Vanguard Personalized Indexing Management

● SEC registered since 2019CRD 285366SEC# 801-114487Oakland, CA
Export (members)
Reg. AUM
$7.26B
Employees
29
Accounts
2,864
Location
Oakland, CA

Vanguard Personalized Indexing Management assets under management

Vanguard Personalized Indexing Management operates as an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2019. It reports $7.3 billion in regulatory assets under management and employs 29 people.

Vanguard Personalized Indexing Management owners & executives

11 reported
NameTitleOwnershipSince
Amma Acheampomaa Boateng ControlVice PresidentUnder 5%2024
John Edmund Bisordi ControlManager And Vice PresidentUnder 5%2022
John Wesley Bendl ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Vanguard Personalized Indexing Management manage?

Vanguard Personalized Indexing Management reports $7.3 billion in regulatory assets under management on its Form ADV.

How many employees does Vanguard Personalized Indexing Management have?

Vanguard Personalized Indexing Management reports 29 employees.

Where is Vanguard Personalized Indexing Management located?

Vanguard Personalized Indexing Management is based in Oakland, CA and has been SEC-registered since 2019.

Does Vanguard Personalized Indexing Management disclose fund performance?

Vanguard Personalized Indexing Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1611 Telegraph Ave., Suite 1100, Oakland, CA 94612
Phone844-317-5190
Fax415-937-6810
Office hours8:30 a.m. -5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1767306
Discloses disciplinary historyYes

Assets under management

Discretionary$7.26B
Non-discretionary$0
Total (RAUM)$7.26B