Investment adviser · CRD 324487
VESTO ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 25, 2025
- Regulatory AUM
- $65.4M Form ADV · Item 5.F
- Client accounts
- 123 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Corporations & businesses | 114 | $61,427,004 | 93.9% |
| Pooled investment vehicles | 8 | $2,462,162 | 3.8% |
| Charities | Fewer than 5 | $1,559,795 | 2.4% |
Filing source
Form ADV 1963124 · Mar 25, 2025 · 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: Mar 25, 2025. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Fixed
Principal office
205 HUDSON ST., 7TH FLOORNEW YORK, NY, 10013, United States
CRD 324487
Filing source
Form ADV 1963124 · Mar 25, 2025 · 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.