Vident Asset Management
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 286622
- Registered since
- January 28, 2019
- Website
- videntam.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Investment Companies56.7%
- Pooled Investment Vehicles21.69%
- HNWI14.01%
- Charitable Organizations5.52%
- Individuals1.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vident Asset Management is an SEC-registered advisory firm that began registration in 2019. It serves both individual/family and institutional clients and offers portfolio management across a range of account types, including separate accounts, pooled investment vehicles and investment companies. The firm also operates in a CPO/CTA capacity, indicating involvement with commodity pool or trading advisory activities alongside its advisory business. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other structures depending on client relationships. Vident does not identify as an active ESG investor. Its ownership is a combination of domestic entities and individuals, and it is not indicated to be a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds14%
- State & Local Bonds9%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 3
Vince Birley
Chief Executive OfficerCRD 1406263
Deborah Kimery
Chief Executive OfficerCRD 2919976
Erik Olsen
Chief Compliance OfficerCRD 3263621
Contacts
3 of 6
Madhumitha Muthuvenkataramani
Associate Portfolio ManagerCRD 7890223
Amrita Nandakumar
PresidentCRD 5942290
William Iredale
Senior Portfolio ManagerCRD 4632859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$740M in ETFs
96%
$712M
3%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIDENT US EQUITY STRATEGY ETF (VUSE) | Passive | Mid Cap Value | $61.6M | 852,245 | 8.33% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1125 Sanctuary Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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