Investment adviser · CRD 299272

VESTED FINANCE

Investment adviser filing (IA)

VESTED FINANCE INC.

DURHAM, NC, United States · Form ADV filed Jun 26, 2026

Employees
60
Reported in this filing
Advisory professionals
8
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VM OPEN AI 1Private Equity Fund · Last reported Jun 26, 2026$2.87MGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-3258270028
Reported beneficial owners
101
Minimum commitment
$5K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VESTED MCM 4Private Equity Fund · Last reported Jun 26, 2026$2.21MGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-8413227301
Reported beneficial owners
82
Minimum commitment
$20K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VESTED MCM 3Private Equity Fund · Last reported Jun 26, 2026$1000KGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-8620300555
Reported beneficial owners
74
Minimum commitment
$10K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONARK VESTED SPACEX 1, A SERIES OF PCXS, LLC.Private Equity Fund · Last reported Jun 26, 2026$814KGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-6794176989
Reported beneficial owners
99
Minimum commitment
$15K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MCM VESTED 6Private Equity Fund · Last reported Jun 26, 2026$810KGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-6645380009
Reported beneficial owners
66
Minimum commitment
$1K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MCM VESTED 5Private Equity Fund · Last reported Jun 26, 2026$587KGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-6303618283
Reported beneficial owners
85
Minimum commitment
$2K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MCM VESTED APPTRONIK IPrivate Equity Fund · Last reported Jun 26, 2026$586KGross asset value
Fund administrator SYDECAR, LLC CLAYMONT, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PIPARA & CO., LLP AHMEDABAD, India
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PIPARA & CO., LLP
PCAOB 6841

Fund details & source
Fund ID
805-9353665536
Reported beneficial owners
58
Minimum commitment
$5K

Form ADV 2116008 · Jun 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 26, 2026. View historical filings

Reported services

Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

110 SWIFT AVENUE
DURHAM, NC, 27705, United States

CRD 299272

Filing source

Form ADV 2116008 · Jun 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.