Veritable LP
✚
|
|
---|---|
CRD # | 130758 |
SEC # | 801-62911 |
CIK # | |
AUM | $15.0 BB (98% Disc, 100% US) |
Employees | 85 (55% Investors, 0% Brokers) |
Phone | 610-640-9551 |
Address | 6022 West Chester Pike Newtown Square, PA 19073 |
Source |
IAPD![]() ![]() |
Total AUM ($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 ($MM) |
---|---|---|---|---|
HF | Veritable LB Partners LP |
2017-03-08![]() |
29.5
|
0.9
|
HF | Veritable Long Biased Domestic Fund LP |
2016-12-19![]() |
182.7
|
217.7
|
HF | Veritable LPC Partners LP |
2015-07-09![]() |
92.8
|
84.6
|
HF | Veritable NI Partners LP |
2012-05-30![]() |
12.3
|
15.2
|
HF | Veritable AV Partners LP |
2010-10-14![]() |
43.2
|
56.5
|
HF | Veritable BP Partners LP |
2010-03-16![]() |
20.0
|
0.3
|
HF | Veritable CC Partners LP |
2009-05-18![]() |
24.5
|
3.2
|
HF | Pleiades Investment Partners LP |
2009-04-07![]() |
749.9
|
361.9
|
HF | Veritable Private Equity Partners LP |
2009-03-20![]() |
41.8
|
39.1
|
HF | Bennu Investment Partners LP |
0.2
|
||
View All |
Fund Directors | # Filings | # Firms | 2011-2019 |
---|---|---|---|
Charles Keates | 8 | 2 | |
Michael Stolper | 9 | 1 | |
Timothy Alles | 6 | 1 | |
Edward Bowman | 4 | 1 | |
Dennis Ersin | 4 | 1 | |
Kenneth Rowles Jr | 1 | 1 | |
Meghan Freehoff | 1 | 1 |
Related Firms | State | AUM ($BB) |
---|---|---|
Veritable LP
✚
|
PA | 15.0 |
Archean Capital Partners II LLC
✚
|
PA | 0.3 |
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 |