Vesta Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,050,000
Clients
4
Advisors
1
of 1 employees
About
Vesta Investment Advisors provides discretionary portfolio management to individual investors as well as pooled investment vehicles and corporate clients, preparing Investment Policy Statements tailored to each account and recommending a mix of real estate funds (notably REITs), fixed income, equities, ETFs, TIPS and private placements. The firm also acts as adviser and manager to its private funds, including the Vii ETF Growth Fund, LP and the Vesta Strategic RE Fund, LP, and offers ongoing monitoring and reporting for those vehicles.
The firm’s investment process emphasizes long‑term trading and a blend of analytical approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — with asset allocation and security selection governed by documented risk tolerances. Vesta generally seeks discretionary trading authority, provides quarterly account reporting through custodians, and uses performance‑based fee arrangements for certain clients with a high‑water‑mark feature for performance measurement.
What is distinctive about this firm compared with many independent peers is its role as a private fund adviser and manager of pooled vehicles while also serving corporate accounts and reporting a notable non‑U.S. client presence. The firm discloses potential conflicts when recommending its own funds (and may have custody over pooled vehicle assets), documents such conflicts in client files, and discloses use of specified custodians and potential receipt of research or services from brokers.
Client services
Expertise
Occupation focus
Fee options
$100,000+: 2.00% $100,000 - $999,999: 2.00% AUM + 20% performance fee $1,000,000 - $1,999,999: 2.00% AUM + 10% performance fee $2,000,000 - $10,000,000: 2.00% AUM + 5% performance fee $100,000 (Vii ETF Growth Fund Class C) - $999,999: 2% management fee + 20% performance fee $1,000,000 (Vii ETF Growth Fund Class B) - $1,999,999: 2% management fee + 10% performance fee $2,000,000 (Vii ETF Growth Fund Class A) - $10,000,000: 2% management fee + 5% performance fee No minimum (Vesta Strategic RE Fund Class B)+: 1.5% management fee + 20% performance fee No minimum (Vesta Strategic RE Fund Class A)+: 3% management fee + 0% performance fee
20% performance fee for qualified clients; 0% for accredited clients; various performance fees depending on fund class and asset level
Account minimum: $100,000 Fee-only: 2.00% annually plus applicable performance fees depending on client qualification and fund class
Main office
Brookline MA
Advisors at this office
1
Most active in
Maryland · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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