Veritable LP

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Veritable LP ✚
CRD #	130758
SEC #	801-62911
CIK #	0001300311
AUM
Employees	88 (57% Investors, 0% Brokers)
Phone	610-640-9551
Address	6022 West Chester Pike Newtown Square, PA 19073
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	VLP056	2021-03-31		36.2 M
HF	VLP046	2017-03-31		151.2 M
HF	VLP047	2017-03-31		109.6 M
HF	VLP044	2016-03-30		0.3 M
HF	Veritable LPC Partners LP	[2015-10-28]	92.8 M	0.9 M
	Filed 2020-07-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Veritable LB Partners LP	[2014-03-31]	29.5 M	0.9 M
	Filed 2017-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	VLP036	2014-03-31		52.4 M
HF	VLP037 - Vittoria Fund - St LP	2014-03-31		22.2 M
HF	VLP038	2014-03-31		60.0 M
HF	VLP040	2014-03-31		83.1 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	258	11.4
(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	9	2.5
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	65	0.9
(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	76	1.7
(n) Other	0	0.0
Total	3,674	16.5
By Discretionary
Discretionary	3,259	16.3
Non-Discretionary	415	0.2
Total	3,674	16.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		16.5
Total	3,674	16.5

Form D Directors	Role	# Filings	# Firms
Charles Keates	Executive Officer	19	5
Dennis Ersin	Executive Officer	9	5
Michael Stolper	Executive Officer	20	4
Timothy Alles	Executive Officer	12	3
Edward Bowman	Executive Officer	11	3
Kenneth Rowles Jr	Executive Officer	2	2
Meghan Freehoff	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001300311]
SC 13G	[0001300311]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Veritable LP	SPDR Index Shares Funds	[2020-02-14]
Veritable LP	iShares Trust	[2012-01-20]

Firm Profile (Form ADV)
Discretionary AUM	$10.3B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity
LEI	5493002PPJ6UD16U2U46

Related Firms	State	AUM
Archean Capital Partners II LLC ✚	PA	527.8 M
Veritable LP ✚	PA

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Assets, Funds, Holdings