VIDENT ASSET MANAGEMENT
Latest filing: Mar 28, 2025 (88 days ago)
AUM
$12,094,371,500
35% change vs. 1 year ago
694% change vs. 3 years ago
615% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
31
48% change vs. 1 year ago
520% change vs. 3 years ago
675% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
ALPHARETTA, GA
1125 SANCTUARY PKWY, ALPHARETTA, GA, UNITED STATES, 30009
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $11.1 |
| Non-Discretionary | $1.0 |
| Total | $12.1 |
| Client | AUM |
|---|---|
| Retail | $2.5 |
| Pooled | $9.1 |
| Institutional | $0.5 |
| Total | $12.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 476 | $0.3 |
| Average Individual AUM | $585,869 | |
| HNW | 604 | $2.3 |
| Average HNW AUM | $3,750,172 | |
| Retail Total | 1,080 | $2.5 |
| Average Retail AUM | $2,355,535 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $2.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.0 |
| Retail SMA AUM | $2.5 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 54% | $1.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 13% | $0.4 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 16% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.3 |
| Other | 0% | $0.0 |
| Total | 100% | $3.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | $1.1 | 301879 | |
| BLUE TRUST, INC. | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| KIMERY, DEBORAH, KAY | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER |
| OLSEN, ERIK, KARL | CHIEF COMPLIANCE OFFICER |
| NANDAKUMAR, AMRITA, NMN | PRESIDENT |
| BIRLEY, VINCE, LEONARD | CHIEF EXECUTIVE OFFICER |
| CRAWFORD, CASEY, STUART | SOLE MEMBER, OWNER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RUSSELL AYAN | ALPHARETTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
| DAVID FRANCATI | ALPHARETTA | GA | S65|2021-06-11 | ||||||
| WILLIAM IREDALE | ALPHARETTA | GA | S65|2001-09-28 | CHARTERED FINANCIAL ANALYST | |||||
| DEBORAH KIMERY | ALPHARETTA | GA | S65|1997-07-07 | CHARTERED FINANCIAL ANALYST | |||||
| MADHUMITHA MUTHUVENKATARAMANI | ALPHARETTA | GA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $12.1 | $0.0 | 0% | 31 | 0 | 0% |
| 2025-04-21 | $12.1 | $0.0 | 0% | 31 | 0 | 0% |
| 2024-04-02 | $9.0 | $3.1 | 35% | 21 | 10 | 48% |
| 2023-04-04 | $1.4 | $10.7 | 740% | 5 | 26 | 520% |
| 2022-04-01 | $1.5 | $10.6 | 694% | 5 | 26 | 520% |
| 2021-04-05 | $1.3 | $10.7 | 799% | 5 | 26 | 520% |
| 2020-04-01 | $1.7 | $10.4 | 615% | 4 | 27 | 675% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 1 | 30 | 3000% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, AL-07/17/2023, AZ-03/28/2024, CA-07/17/2023, CO-03/28/2024, CT-03/28/2025, DE-03/28/2024, FL-07/17/2023, GA-01/04/2019, IL-07/27/2023, IN-07/17/2023, KS-03/28/2025, KY-07/17/2023, MD-07/17/2023, MI-03/28/2024, MN-03/28/2025, MO-03/28/2025, NC-07/17/2023, NV-03/28/2025, OH-07/17/2023, OK-03/28/2025, OR-03/28/2024, PA-03/28/2024, SC-07/17/2023, TN-07/17/2023, TX-07/17/2023, VA-07/17/2023, WA-07/17/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV