Vident Advisory, Llc
- Regulatory AUM
- $22.0B
- Discretionary
- $20.9B
- Clients
- 1,492
- Avg AUM / client
- $14.8M
- Accounts
- 1,962
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 588 | $412M | 1.87% |
| High net worth individuals | 720 | $3.1B | 14.0% |
| Investment companies | 87 | $12.5B | 56.7% |
| Pooled investment vehicles (non-investment companies) | 22 | $4.8B | 21.7% |
| Charitable organizations | 64 | $1.2B | 5.52% |
| Corporations and other businesses | 11 | $47.9M | 0.22% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deborah Kay Kimery | Chief Operating Officer And Chief Financial Officer | CFA | Sep 2019 (7y) | Less than 5% |
| Olsen, Erik, Karl | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Nandakumar, Amrita, Nmn | President | Jun 2023 (3y) | Less than 5% | |
| Birley, Vince, Leonard | Chief Executive Officer | Jul 2023 (3y) | Less than 5% | |
| Crawford, Casey, Stuart | Sole Member, Owner | Jul 2023 (3y) | ≈ 42.19% – 100% via Mm Vam, Llc | |
| Russell Robert Ayan | Registered representative | CFA | Aug 2021 (5y) | |
| William James Iredale | Registered representative | CFA | Jul 2023 (3y) | |
| David Earl Francati | Registered representative | Jul 2023 (3y) | ||
| Madhumitha Muthuvenkataramani | Registered representative | CFA | May 2024 (2y) | |
| Andrea Salsiri | Registered representative | CFA | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vident Capital Holdings, Llc | Member | Jul 2023 | A | 75% or more |
| Mm Vam, Llc | Managing Member | Jul 2023 | B | ≈ 56.25% – 100% via Vident Capital Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crawford, Casey, Stuart: 75% – 100% of Mm Vam, Llc × 75% – 100% of Vident Capital Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Mm Vam, Llc: 75% – 100% of Vident Capital Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • QUARTERLY ASSET-BASED LICENSING FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $4.1B (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗