EGG HARBOR TWP., NJCRD 118851Latest ADV April 14, 2026
Vestgen Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Egg Harbor Twp., NJ. Its latest Form ADV filing, dated April 14, 2026, reports $787M in regulatory assets under management, 21 employee, and 2,352 accounts.
Assets Under Management
$787M
Employees
21
Offices
--
Total Clients
2,363
Primary office
EGG HARBOR TWP., NJ
3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ, United States
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
1,670
2
SUB-ADVISORY
18.5%
438
3
HNWI
8.5%
201
4
Pension Plans
1.3%
31
5
Corporations
0.9%
22
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$787Mas of April 14, 2026
Discretionary46.6%
$366M
47% of total RAUM46.6%
Non-discretionary53.4%
$420M
53% of total RAUM53.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$787M
Total Accounts2,352
10Y AUM Change$-798M (-50.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee113:1
10Y Employee Change-18 (-46.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.