AdFi
VA

VIDENT ASSET MANAGEMENT

SEC Registered

Activating Ideas. Unlocking Exposure.

ALPHARETTA, GAhttps://videntam.com404-267-1501
Assets Under Management
$5B–$25B
Employees
38
Office Locations
1 office
Total Accounts
1962

About the firm

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Their experienced and forward-looking team designs customized solutions across a number of asset classes, product structures, and distribution channels while adding value at every stage of the product life cycle.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing

Areas of expertise

EtfsHedge FundsUCITSSeparately Managed AccountsAsset ManagementCryptoBitcoin FuturesIndex InvestingActive ManagementIdeation And Research

Services

Ideation and research, asset management, index and active ETFs, hedge funds, UCITS, and separately managed accounts.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)588$412M
High Net Worth Individuals720$3.1B
Pension/Profit Sharing Plans22$4.8B
State/Municipal Entities64

0 total clients reported on Form ADV.

Leadership

Deborah Kay Kimery
CHIEF EXECUTIVE OFFICER
Llc Vident Financial
MEMBER
Vident Investors' Oversight Trust
MEMBER
Vince Leonard Birley
TRUSTEE
Mohammad Immanuel Baki
TRUSTEE
Erik Karl Olsen
CHIEF COMPLIANCE OFFICER
Warren Baker Crow
TRUSTEE

Office locations

1 office in 1 state
GA
ALPHARETTAHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#286622
SEC Number
801-114538
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Minimum: $300,000 (waivable)
Asset tierAnnual rate
Corporate/Municipal Laddered Bond, Core Taxable & Tax-Efficient FI - Tier 10.24%
Corporate/Municipal Laddered Bond, Core Taxable & Tax-Efficient FI - Tier 20.19%
Corporate/Municipal Laddered Bond, Core Taxable & Tax-Efficient FI - Tier 30.15%
Taxable Laddered Bond, CD/Treasury Laddered Bond, Cash Allocation - All Assets0.15%
Custom Laddered Bond - Tier 10.25%
Custom Laddered Bond - Tier 20.20%
Custom Laddered Bond - Tier 30.18%
Sovereign's Flourish - Tier 10.65%
Sovereign's Flourish - Tier 20.58%
Sovereign's Flourish - Tier 30.50%
Eventide Dividend Growth - All Assets0.38%
Eventide Strategic Growth - All Assets0.45%
ESMA Direct Advisory - All Assets0.12%

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VIDENT ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

VIDENT ASSET MANAGEMENT in ALPHARETTA, GA | AdvisorFinder