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Vested Partners
Vested Partners: A Multi-Family Office is an SEC-registered investment adviser in Salem, VA. The firm manages approximately $95 million in regulatory assets.
Vested Partners
Vested Partners: A Multi-Family Office is an SEC-registered investment adviser in Salem, VA. The firm manages approximately $95 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What types of investments does Vested Partners make?
Vested Partners focuses on private equity, real estate, and public securities, with an emphasis on direct investments and co-investments. The firm seeks to access institutional-quality deals that would not be available to individual family offices.
Is Vested Partners a single-family office or a multi-family office?
It is structured as a multi-family office, pooling assets from multiple wealthy families to achieve scale and diversification. Each family retains its own separate account, but the firm's investment team allocates capital collectively.
How does Vested Partners source deal flow?
The firm relies on its network of family clients and relationships with external general partners to source proprietary investment opportunities. Deal flow comes through co-investment rights and direct origination, rather than through fund-of-funds allocations.
What is the minimum investment threshold for families at Vested Partners?
The firm does not publicly disclose any minimum investment threshold. Multi-family offices typically require investable assets of $10 million or more per family, but specific figures for Vested Partners are not confirmed.
Who manages investment decisions at Vested Partners?
Public sources do not name the firm's investment professionals. Like many multi-family offices, Vested Partners likely employs a team of analysts and portfolio managers who oversee allocations, with final decisions made by senior leadership.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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