Vested
Private Equity Exempt reporting adviser
Legal name: Vested Investment Management, LLC
AUM
$88.6M
Private fund assets
Private funds
7
Private Equity 7
Private fund assets
$88.6M
Gross asset value
Employees
—
Last Form D raise
Aug 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 9, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
D
Funds(7)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Vested Fund IV, LP | Private Equity | $34.3M | $47.1M | 38 | Aug 2026 | Hot |
| Vested 2024 Summer Opportunity Fund, LP | Private Equity | $7.6M | $5.7M | 44 | Jul 2025 | Cool |
| Vested 2023 Summer Opportunity Fund, LP | Private Equity | $16.2M | $7.2M | 5 | Nov 2023 | Cold |
| Vested Fund III Remainder, LP | Private Equity | $4.0M | $24.6M | 79 | May 2023 | Cold |
| Vested Master, LLC | Private Equity | $1.0M | $250K | 15 | Apr 2022 | Cold |
| Vested Fund II, LP | Private Equity | $24.0M | — | — | — | |
| Vested Fund I, LLC | Private Equity | $1.4M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 305863
- SEC file number
- 802-121418
Sources
- SEC Form ADV Oct 14, 2026