Asset manager · Alpharetta, GA
Vident Asset Management
Vident Advisory, LLC · SEC-registered investment adviser · CRD 286622 · SEC 801-114538
At a glance
Vident Asset Management is an SEC-registered investment adviser based in Alpharetta, Georgia, with $22.0 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies, and it reports 1,308 individual clients. By Form ADV it is a asset manager, ranked 354th of 3,218 asset managers and 820th of 17,210 SEC-registered advisers by assets.
Main office 404-267-1501videntam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $22B
- Rank among asset managers
- #354 of 3,218
- Rank among all SEC RIAs
- #820 of 17,210
- Rank in Georgia
- #9 of 331
- Individual clients
- 1,308
- High-net-worth clients
- 720
- Accounts
- 1,962
- Discretionary
- 95% of AUM
- Employees
- 38
- Advisory staff
- 9
- Offices
- 7
Owners and executives on its Form ADV
- Vince L. BirleyChief Executive Officer
- Deborah K. KimeryChief Operating Officer and Chief Financial Officer
- Erik K. OlsenChief Compliance Officer
- Amrita N. NandakumarPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
Vident Asset Management is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Alps Distributors as the broker-dealer its advisers are registered with.
Certain Vident employees are registered representatives of ALPS.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 87 | $12B | 57% |
| Pooled investment vehicles | 22 | $4.8B | 22% |
| High-net-worth individuals | 720 | $3.1B | 14% |
| Charitable organizations | 64 | $1.2B | 6% |
| Individuals | 588 | $412M | 2% |
| Corporations or other businesses | 11 | $48M | <1% |
Disciplinary disclosures
Vident Asset Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗videntam.com ↗
AtlasMembers
The full record on Vident Asset Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 401 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Vident Asset Management manage?
Vident Asset Management reports $22.0 billion in regulatory assets under management across 1,962 accounts, 95% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Vident Asset Management?
Vident Asset Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Vident Asset Management’s clients?
By assets, its largest client types are investment companies ($12.5 billion, 87 clients); pooled investment vehicles ($4.8 billion, 22 clients); high-net-worth individuals ($3.1 billion, 720 clients).
Does Vident Asset Management have any disciplinary history?
Vident Asset Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Vident Asset Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →