SourcingSourcing

VIDENT ADVISORY, LLC

C23
CRD 286622·SEC 801-114538·ALPHARETTA, GA
AUM
$22.02B
$1B+
Est. Revenue
$220.2M
@ 1% on AUM
Est. EBITDA
$66.1M
@ 30% margin
Est. Deal Value
$528.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIDENT ADVISORY, LLC
CRD
286622
SEC file #
801-114538
EIN
815170907
DBA names
Vident Asset Management

Economics

AUM
$22.02B
AUM band
$1B+
AUM trajectory
'20'26
$1.68B → $22.02B▲ +1214%
Client mix
Individuals High Net Worth720
Individuals Other588
Investment Companies87
Charitable Organizations64
Pooled Investment Vehicles22

Operations

Employees (total)
38
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
1 advisors → 9 advisors▲ +800%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
videntam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIDENT CAPITAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
VIDENT CAPITAL HOLDINGS, LLC
BIRLEY, VINCE, LEONARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIDENTAM.COM
Rdap Domain Creation Date
2021-11-19T19:13:55Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
9,505
Form 5500 Compensation Trajectory 3y
20259,505
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
9,505
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002056334
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-04-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002056334-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
131 DARTMOUTH STREET3RD FLOORBOSTON, MA 02116
Business
131 DARTMOUTH STREET3RD FLOORBOSTON, MA 02116
Edgar EIN
815170907
Edgar Recent Filings
13F-HR2026-05-14 · 0002056334-26-000002
13F-HR2026-03-17 · 0002056334-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-19T19:13:55Z
Rdap Domain Last Changed
2025-09-20T06:16:07Z
Rdap Nameservers
Carter.ns.cloudflare.comMarge.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (9)

9
KIMERY, DEBORAH, KAY
IAR · Executive Officer · 2.5%
2919976
BIRLEY, VINCE, LEONARD
Executive Officer · 2.5%
1406263
NANDAKUMAR, AMRITA, NMN
Executive Officer · 2.5%
5942290
OLSEN, ERIK, KARL
Executive Officer · 2.5%
3263621
Madhumitha Muthuvenkataramani
IAR
7890223
WILLIAM JAMES IREDALE
IAR
4632859
ANDREA SALSIRI
IAR
6754570
RUSSELL ROBERT AYAN
IAR
7422628
David Earl Francati
IAR
6498875