Veritable LP

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Veritable LP ✚
CRD #	130758
SEC #	801-62911
CIK #
AUM	$15.0 BB (98% Disc, 100% US)
Employees	85 (55% Investors, 0% Brokers)
Phone	610-640-9551
Address	6022 West Chester Pike Newtown Square, PA 19073
Source	IAPD Website

Total AUM ($BB)

Sector	Holding	Value ($MM)
	SPY	681.3
	IVV	323.8
	SPY	304.1
	VOO	286.7
	IJH	208.8
	IWB	152.3
	XLE	105.2
	IWM	80.2
	VYM	76.5
	IWR	66.0
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Holdings by Sector ($BB)

[{"dt": "2014-02-07", "sector": "Basic Industries", "value": 0.073859}, {"dt": "2014-02-07", "sector": "Capital Goods", "value": 0.081059}, {"dt": "2014-02-07", "sector": "Consumer Durables", "value": 0.010558}, {"dt": "2014-02-07", "sector": "Consumer Non-Durables", "value": 0.252833}, {"dt": "2014-02-07", "sector": "Consumer Services", "value": 0.152344}, {"dt": "2014-02-07", "sector": "Energy", "value": 0.259541}, {"dt": "2014-02-07", "sector": "Exchange-Traded Fund", "value": 1.828327}, {"dt": "2014-02-07", "sector": "Finance", "value": 0.14611}, {"dt": "2014-02-07", "sector": "Health Care", "value": 0.144674}, {"dt": "2014-02-07", "sector": "Miscellaneous", "value": 0.018088}, {"dt": "2014-02-07", "sector": "n/a", "value": 0.00033}, {"dt": "2014-02-07", "sector": "Public Utilities", "value": 0.057319}, {"dt": "2014-02-07", "sector": "Technology", "value": 0.145252}, {"dt": "2014-02-07", "sector": "Transportation", "value": 0.040434}, {"dt": "2015-02-17", "sector": "Basic Industries", "value": 0.07079}, {"dt": "2015-02-17", "sector": "Capital Goods", "value": 0.080426}, {"dt": "2015-02-17", "sector": "Consumer Durables", "value": 0.012108}, {"dt": "2015-02-17", "sector": "Consumer Non-Durables", "value": 0.254046}, {"dt": "2015-02-17", "sector": "Consumer Services", "value": 0.173945}, {"dt": "2015-02-17", "sector": "Energy", "value": 0.219518}, {"dt": "2015-02-17", "sector": "Exchange-Traded Fund", "value": 1.88836}, {"dt": "2015-02-17", "sector": "Finance", "value": 0.162917}, {"dt": "2015-02-17", "sector": "Health Care", "value": 0.168966}, {"dt": "2015-02-17", "sector": "Miscellaneous", "value": 0.018154}, {"dt": "2015-02-17", "sector": "n/a", "value": 0.000988}, {"dt": "2015-02-17", "sector": "Public Utilities", "value": 0.063013}, {"dt": "2015-02-17", "sector": "Technology", "value": 0.200489}, {"dt": "2015-02-17", "sector": "Transportation", "value": 0.057109}, {"dt": "2016-02-10", "sector": "Basic Industries", "value": 0.05601}, {"dt": "2016-02-10", "sector": "Capital Goods", "value": 0.044679}, {"dt": "2016-02-10", "sector": "Consumer Durables", "value": 0.009445}, {"dt": "2016-02-10", "sector": "Consumer Non-Durables", "value": 0.07526}, {"dt": "2016-02-10", "sector": "Consumer Services", "value": 0.121807}, {"dt": "2016-02-10", "sector": "Energy", "value": 0.125702}, {"dt": "2016-02-10", "sector": "Exchange-Traded Fund", "value": 1.829383}, {"dt": "2016-02-10", "sector": "Finance", "value": 0.086048}, {"dt": "2016-02-10", "sector": "Health Care", "value": 0.123847}, {"dt": "2016-02-10", "sector": "Miscellaneous", "value": 0.011758}, {"dt": "2016-02-10", "sector": "n/a", "value": 0.000954}, {"dt": "2016-02-10", "sector": "Public Utilities", "value": 0.037726}, {"dt": "2016-02-10", "sector": "Technology", "value": 0.120049}, {"dt": "2016-02-10", "sector": "Transportation", "value": 0.012672}, {"dt": "2017-02-14", "sector": "Basic Industries", "value": 0.062492}, {"dt": "2017-02-14", "sector": "Capital Goods", "value": 0.051106}, {"dt": "2017-02-14", "sector": "Consumer Durables", "value": 0.011128}, {"dt": "2017-02-14", "sector": "Consumer Non-Durables", "value": 0.079841}, {"dt": "2017-02-14", "sector": "Consumer Services", "value": 0.121731}, {"dt": "2017-02-14", "sector": "Energy", "value": 0.150819}, {"dt": "2017-02-14", "sector": "Exchange-Traded Fund", "value": 2.096543}, {"dt": "2017-02-14", "sector": "Finance", "value": 0.105411}, {"dt": "2017-02-14", "sector": "Health Care", "value": 0.124004}, {"dt": "2017-02-14", "sector": "Miscellaneous", "value": 0.008508}, {"dt": "2017-02-14", "sector": "n/a", "value": 0}, {"dt": "2017-02-14", "sector": "Public Utilities", "value": 0.051151}, {"dt": "2017-02-14", "sector": "Technology", "value": 0.13377}, {"dt": "2017-02-14", "sector": "Transportation", "value": 0.016664}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0.069981}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.063668}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0.012035}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.085382}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.137367}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.119762}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 2.902569}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.116588}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.128651}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.012573}, {"dt": "2018-02-13", "sector": "n/a", "value": 0.000776}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0.049131}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.167432}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.020448}]

Type	Private Fund	Form D	Sold ($MM)	AUM ($MM)
HF	Veritable LB Partners LP	2017-03-08	29.5	0.9
HF	Veritable Long Biased Domestic Fund LP	2016-12-19	182.7	217.7
HF	Veritable LPC Partners LP	2015-07-09	92.8	84.6
HF	Veritable NI Partners LP	2012-05-30	12.3	15.2
HF	Veritable AV Partners LP	2010-10-14	43.2	56.5
HF	Veritable BP Partners LP	2010-03-16	20.0	0.3
HF	Veritable CC Partners LP	2009-05-18	24.5	3.2
HF	Pleiades Investment Partners LP	2009-04-07	749.9	361.9
HF	Veritable Private Equity Partners LP	2009-03-20	41.8	39.1
HF	Bennu Investment Partners LP			0.2
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Fund Directors	# Filings	# Firms
Charles Keates	8	2
Michael Stolper	9	1
Timothy Alles	6	1
Edward Bowman	4	1
Dennis Ersin	4	1
Kenneth Rowles Jr	1	1
Meghan Freehoff	1	1

Related Firms	State	AUM ($BB)
Veritable LP ✚	PA	15.0
Archean Capital Partners II LLC ✚	PA	0.3

Comparable Firms	State	AUM ($BB)
Segall Bryant & Hamill LLC ✚	IL	18.2
Rockefeller & Co Inc ✚	NY	15.8
Rockefeller & Co LLC ✚	NY	15.0
Summit Rock Advisors LP ✚	NY	13.7
Westfield Capital Management Company LP ✚	MA	11.9
BTG Pactual Asset Management US LLC ✚	NY	11.8
Citi Private Advisory LLC ✚	NY	11.6
JP Morgan Alternative Asset Management Inc ✚	NY	11.3
Aetos Alternatives Management LP ✚	NY	11.3
TIAA Endowment & Philanthropic Services LLC ✚	MA	11.1

Assets, Funds, Holdings