Vestly Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 338920
- Registered since
- July 22, 2026
Firm profile
FINTRXOverview
Vestly Capital is organized as a limited liability company and appears on public records as an SEC-registered investment adviser as of 2026. Ownership is identified as a combination of a domestic entity and an individual. Available disclosures classify the firm as "unclassified" and indicate it is not a capital allocator, does not position itself as an active ESG investor, and is not a multistate adviser. The firm is also not listed as a pension consultant or a related adviser. Public reporting on Vestly Capital's business model, client types, fee schedules, and specific advisory activities is sparse. Where documentation exists it limits descriptive detail about investment approach, product usage, or target client segments.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Noemi Schaefer
Chief Executive OfficerCRD 2241064
Contacts
2 of 2
Rajiv Shah
Managing DirectorCRD 3162156
Robert Gilman
FinOpCRD 1738412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1111 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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