Veritable LP

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

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	Vlp056	2021-03-31		36.2
HF	Vlp046	2017-03-31		151.2
HF	Vlp047	2017-03-31		109.6
HF	Vlp044	2016-03-30		0.3
HF	Veritable LPC Partners LP	[2015-10-28]	92.8	0.9
HF	Veritable LB Partners LP	[2014-03-31]	29.5	0.9
HF	Vlp036	2014-03-31		52.4
HF	Vlp037 - Vittoria Fund - St LP	2014-03-31		22.2
HF	Vlp038	2014-03-31		60.0
HF	Vlp040	2014-03-31		83.1
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	# Filings	# Firms	2011 - 2025
Charles Keates	19
Dennis Ersin	9
Michael Stolper	20
Timothy Alles	12
Edward Bowman	11
Kenneth Rowles Jr	2
Meghan Freehoff	1

Related Firms	State	AUM ($B)
Archean Capital Partners II LLC ✚	PA	0.5
Veritable LP ✚	PA	0.0

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Assets, Funds, Holdings