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Vesto Advisors, LLC

CRD 324487SEC# 801-127539New York, NY
Export (members)
No longer SEC-registered. Vesto Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$65.4M
Employees
3
Accounts
123
Location
New York, NY

Vesto Advisors, LLC assets under management

Vesto Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. It reports $65.4 million in regulatory assets under management and employs 3 people.

Vesto Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Doepfner ControlChief Compliance OfficerUnder 5%2023
Benjamin Doepfner ControlChief Executive OfficerUnder 5%2022
Vesto Technologies Inc. ControlOwnerOver 75%2022
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Frequently asked questions

How much does Vesto Advisors, LLC manage?

Vesto Advisors, LLC reports $65.4 million in regulatory assets under management on its Form ADV.

How many employees does Vesto Advisors, LLC have?

Vesto Advisors, LLC reports 3 employees.

Where is Vesto Advisors, LLC located?

Vesto Advisors, LLC is based in New York, NY.

Does Vesto Advisors, LLC disclose fund performance?

Vesto Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address205 Hudson St., 7th Floor, New York, NY 10013
Office hours9:00 a.m. - 6:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$65.4M
Non-discretionary$0
Total (RAUM)$65.4M