The VESTGEN INVESTMENT MANAGEMENT is a privately held investment adviser that advises $7.07Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. VESTGEN INVESTMENT MANAGEMENT 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 965.17% over the last 5-years.
The Group has been registered with the SEC for 24.48 years and is comprised of 2 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 1 NORTH FRANKLIN SUITE 1850, CHICAGO, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 186 employees comprised of 74 investment and 112 non-investment staff. The total number of Employees increased by 588.89% over the last 5-years.
Their $7.07Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 53 other accounts. Assets of High Net Worth Individuals clients own $3.55Bn or 50.22% of Total Assets and Individuals own $3.41Bn or 48.24% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
VESTGEN INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.