The VESTMARK ADVISORY SOLUTIONS GROUP is a privately held investment adviser that advises $50.56Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. VESTMARK ADVISORY SOLUTIONS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,321.03% over the last 5-years.
The Group has been registered with the SEC for 10.17 years and is comprised of 5 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 100 QUANNAPOWITT PKWY SUITE 205, NEW YORK, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 67 employees comprised of 31 investment and 36 non-investment staff. The total number of Employees increased by 857.14% over the last 5-years.
Their $50.56Bn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $49.85Bn or 98.61% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $702.88mn or 1.39% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $209.8mn in assets.
The Group discloses management fees.
VESTMARK ADVISORY SOLUTIONS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.