# Vested Partners MFO

Vested Partners MFO is a Multi Family Office based in Salem, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Salem, United States
- **Region:** North America
- **Address:** Salem, VA, United States
- **Founded:** 2019
- **Assets under management:** 79 (Altss estimate)
- **Website:** https://vestedmfo.com/
- **LinkedIn:** https://www.linkedin.com/company/vestedpartners

## Regulatory record

- **Reports private funds:** No

## About

Vested Partners MFO was established by Robyn Smith Ellis and David W. Ellis. The multi-family office serves several families from Salem, Virginia. Public details on the source of the underlying wealth remain undisclosed. The firm allocates across hedge funds, private equity, real estate, and philanthropic vehicles. It maintains a North America footprint with no confirmed positions in specific companies or co-investors disclosed. Services extend to estate planning and client relations managed by named partners. The team includes four operating professionals. No additional offices or adjacent vehicles appear in available records. Memberships in the National Academy of Elder Law Attorneys and Financial Planning Association support the advisory work.

## Sectors

- Healthcare Services

## People

- Robyn Smith Ellis — Founder
- David W. Ellis — Founder
- Rose Ellis Funkhouser — Business Partner
- Nicole Bocock — Business Partner

## Questions

### Who runs investment decisions at Vested Partners MFO?

Robyn Smith Ellis and David W. Ellis serve as founders and handle core decisions. Rose Ellis Funkhouser and Nicole Bocock support as business partners in advisory and client roles.

### Is Vested Partners MFO structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office serving multiple families. The focus stays on investment management, estate planning, and financial advisory rather than venture-style deployments.

### Does Vested Partners MFO participate in fund commitments or only direct deals?

Available records list allocations to hedge funds and private equity without specifying commitment sizes or direct-only mandates.

### What is Vested Partners MFO's known posture on co-investments alongside external GPs?

No specific co-investment activity or GP relationships appear in the records reviewed.

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- [Oberndorf Enterprises](https://altss.com/profile/oberndorf-enterprises-william-oberndorf-family-office)
- [TruVenturo](https://altss.com/profile/truventuro-nils-regge-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/vested-partners-mfo

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