Investment adviser · CRD 118851
VESTGEN INVESTMENT MANAGEMENT
Investment adviser filing (IA)
VESTGEN INVESTMENT MANAGEMENT, LLC
EGG HARBOR TWP., NJ, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $787M Form ADV · Item 5.F
- Client accounts
- 2,352 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 438 | $386,717,867 | 49.2% |
| Individuals | 1,670 | $171,015,237 | 21.7% |
| High-net-worth individuals | 201 | $121,557,449 | 15.5% |
| Investment companies | 1 | $89,811,457 | 11.4% |
| Corporations & businesses | 22 | $9,664,159 | 1.2% |
| Retirement plans | 31 | $7,855,978 | 1.0% |
Filing source
Form ADV 2088606 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
3393 BARGAINTOWN ROADEGG HARBOR TWP., NJ, 08234, United States
CRD 118851
Filing source
Form ADV 2088606 · Apr 14, 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.