Vident Advisory is an investment advisor in Alpharetta with $1.44 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-114538
FINRA CRD number
286622
AUM ?
$1.44 bn
(as of 30 Jun 23)
Accounts
4
(as of 30 Jun 23)
Employees
6
(1 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kimery, Deborah, Kay | Chief Executive Officer | 01/2019 | < 5% |
Vident Financial, LLC | Member | 12/2016 | > 75% |
Vident Investors' Oversight Trust | Member | 12/2016 | > 75% |
Birley, Vince, Leonard | Trustee | 08/2013 | |
Baki, Mohammad, Immanuel | Trustee | 09/2018 | |
Olsen, Erik, Karl | Chief Compliance Officer | 07/2021 | < 5% |
Crow, Warren, Baker | Trustee | 12/2022 | |
Nandakumar, Amrita, NMN | President | 06/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22