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| Happy Holidays!! thanks for using AUM13F!! |
| Veris Wealth Partners LLC
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| CRD # | 143588 |
| SEC # | 801-67966 |
| CIK # | |
| AUM | $2.3 B (2025-05-30) |
| Employees | 31 (45% Investors, 0% Brokers) |
| Phone | 415-814-0580 |
| Address | 1111 Broadway Oakland, CA 94607 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Veris Global Sustainability Fund LLC | [2012-03-30] | 98.1 | 120.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 0.0 |
| (b) Individuals (high net worth individuals) | 233 | 1.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 2,654 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,504 | 2.1 |
| Non-Discretionary | 150 | 0.2 |
| Total | 2,654 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,654 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Anders Ferguson | 3 | ||
| Patricia Farrarrivas | 1 | ||
| Steve Fahrer | 1 | ||
| Michael Lent | 1 | ||
| Peter Vandermark | 1 | ||
| Veris Global Sustainability Management LLC | 1 |
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|---|---|---|
|
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✚
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NY | 2.4 |
|
Seizert Capital Partners LLC
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MI | 2.3 |
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Pine Valley Investments Limited Liability Company
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MD Sass LLC
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NY | 2.2 |
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SSI Investment Management LLC
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CA | 2.2 |