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Vested Finance Inc.

● SEC registered since 2018CRD 299272SEC# 801-114441Durham, NC
Export (members)
Reg. AUM
Fund GAV
$1.2M
Private funds
2
Employees
58
Accounts
Location
Durham, NC

Vested Finance Inc. assets under management

Vested Finance Inc. is an SEC-registered investment adviser based in Durham, NC. The firm has been registered since 2018. It employs 58 people. Vested Finance Inc. manages 2 private funds with combined gross assets of $1.2 million, including Monark Vested Spacex 1, a Series of Pcxs, LLC.

Vested Finance Inc. private funds

2 funds · $1.2M GAV
FundTypeGross assetsMin.
Monark Vested Spacex 1, a Series of Pcxs, LLC.Private Equity$814K$15K
Monark Vested Stripe 1, a Series of Pcxs, LLC.Private Equity$401K$10K

Vested Finance Inc. owners & executives

5 reported
NameTitleOwnershipSince
Sanjay Kumar Sood ControlCfoUnder 5%2018
Scott Nathan Brody ControlCcoUnder 5%2022
Vested Holding Corp. ControlMemberOver 75%2021
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Frequently asked questions

How many private funds does Vested Finance Inc. manage?

Vested Finance Inc. manages 2 private funds with combined gross assets of $1.2 million.

How many employees does Vested Finance Inc. have?

Vested Finance Inc. reports 58 employees.

Where is Vested Finance Inc. located?

Vested Finance Inc. is based in Durham, NC and has been SEC-registered since 2018.

Does Vested Finance Inc. disclose fund performance?

Vested Finance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Swift Avenue, Durham, NC 27705
Phone310-895-3927
Office hours8:00 a.m.-5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Service providers

Auditor
Administrator