Veritable LP

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Assets, Funds, Holdings

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Veritable LP
CRD #130758
SEC #801-62911
CIK #
AUM $15.0 BB (98% Disc, 100% US)
Employees85 (55% Investors, 0% Brokers)
Phone610-640-9551
Address6022 West Chester Pike
Newtown Square, PA 19073
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($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
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Veritable LB Partners LP 2017-03-08external
29.5
0.9
HF Veritable Long Biased Domestic Fund LP 2016-12-19external
182.7
217.7
HF Veritable LPC Partners LP 2015-07-09external
92.8
84.6
HF Veritable NI Partners LP 2012-05-30external
12.3
15.2
HF Veritable AV Partners LP 2010-10-14external
43.2
56.5
HF Veritable BP Partners LP 2010-03-16external
20.0
0.3
HF Veritable CC Partners LP 2009-05-18external
24.5
3.2
HF Pleiades Investment Partners LP 2009-04-07external
749.9
361.9
HF Veritable Private Equity Partners LP 2009-03-20external
41.8
39.1
HF Bennu Investment Partners LP
0.2
View All
Fund Directors # Filings # Firms 2011-2019
Charles Keates 8 2
Michael Stolper 9 1
Timothy Alles 6 1
Edward Bowman 4 1
Dennis Ersin 4 1
Kenneth Rowles Jr 1 1
Meghan Freehoff 1 1
Related Firms State AUM ($BB)
Veritable LP
PA
15.0
Archean Capital Partners II LLC
PA
0.3
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