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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

GOLDBEAN

VESTED INTEREST CO., CRD 170154

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52a6f54d-7d06-ec15-cbd2-9d45fe90f2d0

Data as of Mar 19, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2015 to Mar 19, 2018
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-96179
CRD: 170154
Filings on the tape: 8
First filed: Apr 16, 2015
Latest filed: Mar 19, 2018
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARRATT, JANE, MARITA	FOUNDER/CHIEF EXECUTIVE OFFICER	E	yes	08/2013	Apr 16, 2015	Mar 19, 2018
ZDANOWICZ, PETER, JOHN	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	C	yes	08/2013	Apr 16, 2015	Mar 19, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 19, 2018	n/a	n/a	3	2	0	n/a	n/a
2016	Mar 30, 2017	n/a	n/a	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	n/a	n/a	4	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	n/a	n/a	n/a	n/a	n/a	3	4	0	n/a

Relationships

Controls (2)

← ZDANOWICZ, PETER, JOHNOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 16, 2015 to presentfactForm ADV
← BARRATT, JANE, MARITAOwnerFOUNDER/CHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 16, 2015 to presentfactForm ADV

Dated events

Occurred
Apr 16, 2015
First Form ADV filing
Vested Interest Co. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52a6f54d-7d06-ec15-cbd2-9d45fe90f2d0
First observed: Apr 16, 2015
Last observed: Mar 19, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GOLDBEAN

VESTED INTEREST CO., CRD 170154

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52a6f54d-7d06-ec15-cbd2-9d45fe90f2d0

Data as of Mar 19, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:14 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARRATT, JANE, MARITA

FOUNDER/CHIEF EXECUTIVE OFFICER

yes

08/2013

Apr 16, 2015

Mar 19, 2018

ZDANOWICZ, PETER, JOHN

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

yes

08/2013

Apr 16, 2015

Mar 19, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 19, 2018

n/a

2016

Mar 30, 2017

n/a

2015

Mar 30, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

n/a