← Tributary

VESTGEN INVESTMENT MANAGEMENT

EGG HARBOR TWP., NJ · CRD 118851 · IAPD ↗ · vgimfunds.com · 609-601-1200

$786.6MRegulatory AUM
16Advisory reps
21Employees
2352Clients
0Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — VESTGEN INVESTMENT MANAGEMENT changed its website from hanlonfunds.com to vgimfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — VESTGEN INVESTMENT MANAGEMENT shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2025 — HANLON INVESTMENT MANAGEMENT, INC. is now doing business as VESTGEN INVESTMENT MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
43
January 2025 — HANLON INVESTMENT MANAGEMENT, INC. filed an Item 4A succession naming HANLON INVESTMENT MANAGEMENT, INC. (CRD 118851) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.