VESTGEN INVESTMENT MANAGEMENT, LLC
Legal name: HANLON INVESTMENT MANAGEMENT, INC.
CRD #118851 SEC #801-60889 EGG HARBOR TWP., NJ 609-601-1200
SEC Registered
Total AUM
$705.3M
Discretionary
$328.1M
Employees
21
Clients
0
Accounts
2,705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $705.3M | $328.1M | $377.2M | 21 | 2,689 |
| Dec 2024 | $607.5M | $300.1M | $307.4M | 26 | 2,759 |
| Dec 2024 | $607.5M | $300.1M | $307.4M | 26 | 2,759 |
| Dec 2024 | $607.5M | $300.1M | $307.4M | 26 | 2,759 |
| Apr 2024 | $607.5M | $300.1M | $307.4M | 26 | 2,759 |
| Feb 2024 | $541.2M | $301.8M | $239.3M | 26 | 2,420 |
| Feb 2024 | $541.2M | $301.8M | $239.3M | 26 | 2,420 |
| Feb 2024 | $541.2M | $301.8M | $239.3M | 26 | 2,420 |
| May 2023 | $584.5M | $338.8M | $245.7M | 27 | 2,150 |
| Mar 2023 | $359.2M | $338.8M | $20.4M | 27 | 1,911 |
| Mar 2023 | $359.2M | $338.8M | $20.4M | 27 | 1,911 |
| Mar 2022 | $691.8M | $677.7M | $14M | 27 | 3,191 |
| Dec 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jun 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jun 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jun 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jun 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jan 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Jan 2021 | $663.5M | $516M | $147.5M | 27 | 0 |
| Oct 2020 | $721.3M | $692.9M | $28.4M | 88 | 0 |
| Apr 2020 | $721.3M | $692.9M | $28.4M | 88 | 0 |
| Mar 2020 | $721.3M | $692.9M | $28.4M | 88 | 0 |
| Apr 2019 | $703.6M | $703.6M | $0 | 110 | 0 |
| Apr 2019 | $703.6M | $703.6M | $0 | 110 | 0 |
| Jun 2018 | $1B | $1B | $0 | 126 | 0 |
| Mar 2018 | $1B | $1B | $0 | 126 | 0 |
| Sep 2017 | $1.6B | $1.6B | $0 | 38 | 13,300 |
| Jul 2017 | $1.6B | $1.6B | $0 | 39 | 13,300 |
| Apr 2017 | $1.6B | $1.6B | $0 | 39 | 13,300 |
| Mar 2017 | $1.6B | $1.6B | $0 | 39 | 13,300 |
| Nov 2016 | $2.2B | $2.2B | $0 | 39 | 20,200 |
| Mar 2016 | $2.2B | $2.2B | $0 | 32 | 20,200 |
| Oct 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Oct 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Oct 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Oct 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Aug 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Mar 2015 | $3.4B | $3.4B | $0 | 62 | 29,000 |
| Apr 2014 | $4.3B | $4.3B | $0 | 82 | 28,000 |
| Mar 2014 | $4.3B | $4.3B | $0 | 82 | 28,000 |
| Oct 2013 | $4.3B | $4.3B | $0 | 75 | 28,600 |
| Mar 2013 | $3.7B | $3.7B | $0 | 75 | 25,400 |
| Nov 2012 | $3.4B | $3.4B | $0 | 65 | 20,300 |
| Jun 2012 | $3.4B | $3.4B | $0 | 51 | 20,300 |
| May 2012 | $3B | $3B | $0 | 51 | 20,300 |
| Apr 2012 | $3B | $3B | $0 | 51 | 20,300 |
| Mar 2012 | $3B | $3B | $0 | 51 | 20,300 |
| Jul 2011 | $2.6B | $2.6B | $0 | 51 | -- |
| Mar 2011 | $2.6B | $2.6B | $0 | 51 | -- |
| Apr 2009 | $607.2M | $607.2M | $0 | -- | -- |
| Mar 2009 | $607.2M | $607.2M | $0 | -- | -- |
| Sep 2008 | $642M | $642M | $0 | -- | -- |
| Nov 2007 | $637M | $637M | $0 | -- | -- |
| Aug 2007 | $637M | $637M | $0 | -- | -- |
| May 2007 | $637M | $637M | $0 | -- | -- |
| Mar 2007 | $637M | $637M | $0 | -- | -- |
| Jan 2007 | $512.8M | $512.8M | $0 | -- | -- |
| Mar 2006 | $512.8M | $512.8M | $0 | -- | -- |
| Jan 2006 | $369.4M | $369.4M | $0 | -- | -- |
| Sep 2005 | $369.4M | $369.4M | $0 | -- | -- |
| May 2005 | $369.4M | $369.4M | $0 | -- | -- |
| May 2005 | $369.4M | $369.4M | $0 | -- | -- |
| Jan 2005 | $291.9M | $291.9M | $0 | -- | -- |
| Jul 2004 | $248.4M | $248.4M | $0 | -- | -- |
| Mar 2004 | $162.9M | $162.9M | $0 | -- | -- |
| Apr 2002 | $35M | $35M | $0 | 5 | -- |
DateMar 2025
Total AUM$705.3M
Discretionary$328.1M
Non-Disc.$377.2M
Employees21
Clients2,689
DateDec 2024
Total AUM$607.5M
Discretionary$300.1M
Non-Disc.$307.4M
Employees26
Clients2,759
DateDec 2024
Total AUM$607.5M
Discretionary$300.1M
Non-Disc.$307.4M
Employees26
Clients2,759
DateDec 2024
Total AUM$607.5M
Discretionary$300.1M
Non-Disc.$307.4M
Employees26
Clients2,759
DateApr 2024
Total AUM$607.5M
Discretionary$300.1M
Non-Disc.$307.4M
Employees26
Clients2,759
DateFeb 2024
Total AUM$541.2M
Discretionary$301.8M
Non-Disc.$239.3M
Employees26
Clients2,420
DateFeb 2024
Total AUM$541.2M
Discretionary$301.8M
Non-Disc.$239.3M
Employees26
Clients2,420
DateFeb 2024
Total AUM$541.2M
Discretionary$301.8M
Non-Disc.$239.3M
Employees26
Clients2,420
DateMay 2023
Total AUM$584.5M
Discretionary$338.8M
Non-Disc.$245.7M
Employees27
Clients2,150
DateMar 2023
Total AUM$359.2M
Discretionary$338.8M
Non-Disc.$20.4M
Employees27
Clients1,911
DateMar 2023
Total AUM$359.2M
Discretionary$338.8M
Non-Disc.$20.4M
Employees27
Clients1,911
DateMar 2022
Total AUM$691.8M
Discretionary$677.7M
Non-Disc.$14M
Employees27
Clients3,191
DateDec 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJun 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJun 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJun 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJun 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJan 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateJan 2021
Total AUM$663.5M
Discretionary$516M
Non-Disc.$147.5M
Employees27
Clients0
DateOct 2020
Total AUM$721.3M
Discretionary$692.9M
Non-Disc.$28.4M
Employees88
Clients0
DateApr 2020
Total AUM$721.3M
Discretionary$692.9M
Non-Disc.$28.4M
Employees88
Clients0
DateMar 2020
Total AUM$721.3M
Discretionary$692.9M
Non-Disc.$28.4M
Employees88
Clients0
DateApr 2019
Total AUM$703.6M
Discretionary$703.6M
Non-Disc.$0
Employees110
Clients0
DateApr 2019
Total AUM$703.6M
Discretionary$703.6M
Non-Disc.$0
Employees110
Clients0
DateJun 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees126
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees126
Clients0
DateSep 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees38
Clients13,300
DateJul 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients13,300
DateApr 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients13,300
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients13,300
DateNov 2016
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees39
Clients20,200
DateMar 2016
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees32
Clients20,200
DateOct 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateOct 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateOct 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateOct 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateAug 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateMar 2015
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees62
Clients29,000
DateApr 2014
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees82
Clients28,000
DateMar 2014
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees82
Clients28,000
DateOct 2013
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees75
Clients28,600
DateMar 2013
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees75
Clients25,400
DateNov 2012
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees65
Clients20,300
DateJun 2012
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients20,300
DateMay 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients20,300
DateApr 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients20,300
DateMar 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients20,300
DateJul 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$512.8M
Discretionary$512.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$512.8M
Discretionary$512.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$369.4M
Discretionary$369.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--