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| Veris Wealth Partners LLC
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|---|---|
| CRD # | 143588 |
| SEC # | 801-67966 |
| CIK # | |
| AUM | $1.8 BB (2023-03-31) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 415-814-0580 |
| Address | 235 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Veris Global Sustainability Fund LLC | [2012-03-30] | 93.3 | 89.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 0.0 |
| (b) Individuals (high net worth individuals) | 250 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 33 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,212 | 1.8 |
| By Discretionary | ||
| Discretionary | 2,105 | 1.6 |
| Non-Discretionary | 107 | 0.1 |
| Total | 2,212 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 2,212 | 1.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Anders Ferguson | 3 | ||
| Patricia Farrarrivas | 1 | ||
| Veris Global Sustainability Management LLC | 1 | ||
| Steve Fahrer | 1 | ||
| Michael Lent | 1 | ||
| Peter Vandermark | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advanced Portfolio Management LLC
✚
|
NY | 1.9 |
|
Cambria Investment Management LP
✚
|
CA | 1.9 |
|
Rice Hall James & Associates LLC
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|
CA | 1.8 |
|
Punch & Associates Investment Management Inc
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|
MN | 1.8 |
|
Penn Capital Management Company LLC
✚
|
PA | 1.8 |
|
Port Capital LLC
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|
IL | 1.8 |
|
Halyard Asset Management LLC
✚
|
NY | 1.7 |
|
Smith Affiliated Capital Corp
✚
|
NY | 1.7 |
|
Miller Value Partners LLC
✚
|
MD | 1.7 |
|
ASA Managed Account Managers LLC
✚
|
MN | 1.7 |