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VIDENT FINANCIAL

Business and Investment Profile

The VIDENT FINANCIAL is a privately held investment adviser that advises $23.3Bn in regulatory assets under management held in 5 SEC fund types across 5 investment strategies. VIDENT FINANCIAL is a Public/Private Fund Assets increased by 168.44% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.11 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 1125 SANCTUARY PKWY SUITE 515, ALPHARETTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 75 employees comprised of 36 investment and 39 non-investment staff. The total number of Employees increased by 316.67% over the last 5-years.

Asset Profile

Their $23.3Bn in assets advised are owned by 47 private funds, 88 public funds and BDCs and 76 other accounts. Assets of Investment Companies (IC) clients own $12.59Bn or 54.02% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $5.95Bn or 25.54% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Traditional LBO and FI/Credit - Diverse, representing 75.93%, 10.17% and 8.33% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 5 Fund Administrators, 4 Fund Auditors, 1 Prime Brokers, 6 Custodians and 12 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

VIDENT FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VIDENT FINANCIAL

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Keywords: Vident Financial, Sovereigns Capital Management, Vident Advisory, Sovereigns, Vident
Generated 2026-09-12T06:47:55.8597958.  © 2026 Convergence.