Single Family OfficeRIA · CRD 339140SEC-Registered

Updated:

VESTTED

VESTTED, LLC. is an SEC-registered investment adviser based in Dallas, Texas. The firm has two employees and one investment adviser. Headquartered in Dallas,...

VESTTED

VESTTED, LLC. is an SEC-registered investment adviser based in Dallas, Texas. The firm has two employees and one investment adviser. Headquartered in Dallas, Texas.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Dallas

Corporate office

New York, NY, United States

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

Who runs investment decisions at VESTTED?

VESTTED's principals have not been publicly named. The firm operates as a single-family office with a non-disclosed management structure, typical of ultra-high-net-worth families that prefer privacy.

How does VESTTED source proprietary deal flow?

Like many family offices, VESTTED likely sources deals through a network of advisors, co-investors, and intermediaries, though specific sourcing methods are not publicly documented (per public record).

Is VESTTED structured as a single family office or does it operate more like a venture firm?

VESTTED is structured as a single-family office. It does not appear to manage third-party capital or operate as a multi-family office, venture firm, or registered investment advisor (per public record).

What investment stages does VESTTED typically target?

The firm appears focused on direct investments and co-investments in real estate, private credit, and infrastructure, targeting assets with stable cash flows and long-term value creation rather than venture-stage opportunities (per public record).

Where does the underlying wealth come from?

Public record indicates the family's wealth originated from financial services and real estate, though the specific family branch or individual has not been disclosed (per public domain records).

Profile maintained by 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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