9AT: VESTURA, LLC

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 10/27/2014
Other registrations (4)	Minnesota, Terminated, 11/07/2014 Florida, Terminated, 10/28/2014 Wisconsin, Terminated, 10/28/2014 Illinois, Terminated, 10/27/2014
ADV Location	HOBART, WI, United States
Contact Info	920 xxxxxxx
Websites

AUM^*	336,749,300 25%
of that, discretionary	336,749,300 25%
Number of Employees	4
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	1,079,325 16%
% High Net Worth	80.26% -4%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRIFECTA CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM927.4m	#Funds-
Adviser VIDEN ARBOR CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.4m	AUM204.1m	#Funds1
Adviser LK FINANCIAL PLANNING LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM86.9m	#Funds-
Adviser TALBOT FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser RATIONAL INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM402.6m	#Funds-
Adviser TIMBER CREEK CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM636.8m	#Funds-
Adviser N.V.N.G. INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM329.5m	#Funds-
Adviser NAVIS WEALTH ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM902.2m	#Funds-
Adviser WEALTHVALUES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM466.5m	#Funds-
Adviser PRIVATE WEALTH ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.5b	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm This firm has been in business since March 6, 2007, and the principal owner is Jason Douglas Perkins. B. Types of Advisory Services Vestura, LLC (hereinafter “Vestura”) offers the following services to advisory clients: Investment Supervisory Services Vestura offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Vestura creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
•Investment strategy •Personal investment policy
•Asset allocation•Asset selection
•Risk tolerance•Regular portfolio monitoring Vestura evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Vestura will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Services Limited to Specific Types of Investments Vestura

limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, hedge funds, third party money managers, REITs, private placements, government securities. Vestura may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions Vestura offers the same suite of services to all of its clients. However, specific client financial plans and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Vestura from properly servicing the client account, or if the restrictions would require Vestura to deviate from its standard suite of services, Vestura reserves the right to end the relationship. D. Wrap Fee Programs Vestura does not participate in any wrap fee programs. E. Amounts Under Management Vestura has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $205,922,000 $01/31/2023

VESTURA, LLC

VESTURA, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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VESTURA, LLC VESTURA, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

VESTURA, LLC

VESTURA, LLC