Vested Investment Management, Llc
- Regulatory AUM
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Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $65.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vested Fund Iii, Lp | Private Equity Fund | Delaware | $31.4M | 79 |
| Vested Fund Ii, Lp | Private Equity Fund | Delaware | $25.5M | 49 |
| Vested 2023 Summer Opportunity Fund, Lp | Private Equity Fund | Delaware | $7.3M | 5 |
| Vested Fund I, Llc | Private Equity Fund | Delaware | $992K | 1 |
| Vested Master, Llc master | Private Equity Fund | Delaware | $111K | 15 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hennessey, Thomas, Vincent | Co Ceo, Cco | Jul 2019 (7y) | 25% – 50% | |
| Venables, Matthew | Co Ceo | Jul 2019 (7y) | 25% – 50% | |
| Tarbox, Nat | Vp Design | Sep 2019 (7y) | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $65.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vested Fund Iii, Lp | Private Equity Fund | $31.4M | $0 | 79 |
| Vested Fund Ii, Lp | Private Equity Fund | $25.5M | $50.0K | 49 |
| Vested 2023 Summer Opportunity Fund, Lp | Private Equity Fund | $7.3M | $0 | 5 |
| Vested Fund I, Llc | Private Equity Fund | $992K | $1.0M | 1 |
| Vested Master, Llc | Private Equity Fund | $111K | $0 | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 2.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗