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| Veris Wealth Partners LLC
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|---|---|
| CRD # | 143588 |
| SEC # | 801-67966 |
| CIK # | |
| AUM | 2,856.9 M (2026-03-17) |
| Employees | 31 (39% 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 | AUM |
|---|---|---|---|---|
| Other | Veris Global Sustainability Fund LLC | [2012-03-30] | 98.1 M | 124.1 M |
| Offered $98,117,302 · Filed 2024-02-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 0.0 |
| (b) Individuals (high net worth individuals) | 239 | 2.3 |
| (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 | 30 | 0.5 |
| (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 | 2,475 | 2.9 |
| By Discretionary | ||
| Discretionary | 2,230 | 2.7 |
| Non-Discretionary | 245 | 0.2 |
| Total | 2,475 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 2,475 | 2.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anders Ferguson | Promoter | 3 | 2 | |
| Patricia Farrar-Rivas | Director | 1 | 1 | |
| Steve Fahrer | Director | 1 | 1 | |
| Michael Lent | Director | 1 | 1 | |
| Peter Vandermark | Promoter | 1 | 1 | |
| Veris Global Sustainability Management LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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