Data / Investment advisers / New Jersey / Vestgen Investment Management
Vestgen Investment Management, Egg Harbor TWP., NJ: $787 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vestgen Investment Management is an SEC registered investment adviser with its main office in Egg Harbor TWP., New Jersey and reports $787 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include individuals, high net worth individuals and investment companies. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Vestgen Investment Management (CRD number 118851): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 118851
- SEC file number
- 801-60889
- SEC status
- Approved, effective February 11, 2002
- Legal name
- Vestgen Investment Management, LLC
- Main office
- 3393 Bargaintown Road, Egg Harbor TWP., NJ 08234
- Phone
- (609) 601-1200
- Website
- vgimfunds.com
- Regulatory AUM
- $786,622,147 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $366,316,511
- Non discretionary AUM
- $420,305,636
- Accounts
- 2,352
- Employees
- 21, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,670 | $171 million |
| High net worth individuals | 201 | $121.6 million |
| Investment companies | 1 | $89.8 million |
| Corporations or other businesses | 22 | $9.7 million |
| Pension and profit sharing plans | 31 | $7.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $786.6 million | March 31, 2026 |
| December 1, 2025 | $705.3 million | March 28, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortis Group Advisors LLC | Westwood | $822.4 million | Not listed | adviserinfo.sec.gov |
| Barnegat Fund Management Inc. | Hoboken | $803.4 million | 1 | adviserinfo.sec.gov |
| Poetic Group LLC | Hackensack | $802.5 million | 3 | adviserinfo.sec.gov |
| Parisi Gray Wealth Management, LLC | Mendham | $796 million | Not listed | adviserinfo.sec.gov |
| McRae Capital Management Inc. | Morristown | $795 million | Not listed | adviserinfo.sec.gov |
| Faropoint Ventures, LLC | Hoboken | $780 million | 3 | adviserinfo.sec.gov |
| Embassy Asset Management LP | Short Hills | $774 million | 2 | adviserinfo.sec.gov |
| Seabridge Investment Advisors LLC | Summit | $771.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Vestgen Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.