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| Keyboard |
| Veratis Advisors Inc
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|---|---|
| CRD # | 117892 |
| SEC # | 801-60849 |
| CIK # | 0002111807 |
| AUM | 5,994.2 M (2026-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-460-8875 |
| Address | 1400 Crescent Green Cary, NC 27518-8118 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lincoln Electric Holdings Inc | 9.5 | ||
| Apple Inc | 3.2 | ||
| BB&T Corp | 2.7 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Lowes Companies Inc | 1.1 | ||
| Tesla Motors Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 85 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 6.0 |
| By Discretionary | ||
| Discretionary | 552 | 0.4 |
| Non-Discretionary | 30 | 5.6 |
| Total | 582 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 582 | 6.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111807] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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